Silver

Crypto Systematic & Quant Trader.

[Silver @silver_xbt]

Since the original $MET thesis:
• $10M USDC buyback announced at Met Dhabi (2.3% total $MET supply acquired in Q4)
• Introduction of Comet Points, linking staking with product usage
• https://t.co/dA3fXRtjZe breakout, routing launchpad activity through Meteora’s DBC

[Silver @silver_xbt]

Full thesis: https://t.co/G5qoknUqDT

@bidclubio

[Silver @silver_xbt]

Since the original $MET thesis:
• $10M USDC buyback announced at Met Dhabi (2.3% total $MET supply acquired in Q4)
• Introduction of Comet Points, linking staking with product usage
• https://t.co/dA3fXRtjZe breakout, routing launchpad activity through Meteora’s DBC

[Silver @silver_xbt]

Market response is beginning to reflect fundamentals.

$MET is up ~30% as participants connect https://t.co/dA3fXRtROM growth, Meteora’s fee capture, and the activation of buybacks. Meteora remains well positioned as capital rotates back into infrastructure.

[Silver @silver_xbt]

@watchingmarkets @0xSoju @supercontraa @GLC_Research @JayLovesPotato @alphawifhat @gumsays @avotoast @0x_CryptoAu

[Silver @silver_xbt]

1/ LONG $MET

Fundamental mispricing in Solana DEX infrastructure:
⭐Generates higher revenue ($50M-$100M+ per year) than primary comp ($RAY) yet trades at ~50% FDV discount
⭐Two binary catalysts

Quick take on the setup 👇

[Silver @silver_xbt]

Full memo on $MET covers:
- Investment thesis & Catalyst
- Detailed comp analysis
- Buyback scenario modeling
- Risk framework & invalidation

https://t.co/KQlCR8ibbr

[Silver @silver_xbt]

@JoshuaDeuk @thedefivillain @game_for_one @blknoiz06 @andyyy @waleswoosh @Defilgnas

[Silver @silver_xbt]

Like the strength of $MET. It is a good time to be a $MET bull.

[Silver @silver_xbt]

@GLC_Research Well said. The moat of hyepeliquid is irreplaceable