cobain mint / Anomage 🧙♂️,🧙♂️ (Ø,G) @cobainmint
Hi! Gnoma 🧙♂️,🧙♂️ Joined October 2020-
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Siento ser el abuelo cebolleta que venga a aguar la fiesta pero creo que hay gente haciendo valoraciones absurdas de futuros Perp Dexes y sus Airdrops Os comento por qué: 1-El TGE de Lighter es referencia ahora, ya no es Hyperliquid ni su FDV y métricas 2-Lighter ha salido⏬ a 2,5B FDV lo cual es absurdo si lo comparamos a valoraciones de épocas pasadas del mercado de proyectos sin ir más lejos como Wormhole, Starknet, Aevo que alcanzaron doble dígitos de FDV en sus lanzamientos prácticamente Esto es por culpa del contexto de mercado seco, Risk-Off y bajista 3- La mayoría de Perps Dexs de la lista son dApps, no chains. Hyperliquid cuenta con la categoría premium de L1 Lighter recuerdo a la gente que no es una L1 pero es una L2, le da una categoría mayor y FDV que una dApp (normalmente si no es una castaña estilo Kroma o Scroll xd) 4- Por tanto en conclusión diría que habrá que aplicar un descuento a la valoración de TODOS los futuros Perps en base al inicial de Lighter que marca el camino Ningún proyecto saldrá a más de 1,5-2B de FDV me atrevo a decir, siendo muy generoso. De hecho no pondría a NINGUNO actualmente a más de 1B FDV, pero los productos pueden mejorar y algunos como @pacifica_fi están construyendo su propia L1, lo cual subirá su valoración Hay que aplicar un -25/30% mínimo IMO a todos estos escenarios por varios motivos: -No decepcionarte y FOMEARTE sin sentido -Ser realista con la situación de mercado -Entender la dilución de Perps y 0 novedad prácticamente en los que faltan -Meta muy fácil de entender y ya todo el mundo sabe farmearlo: dilución pastel Esto no quiere decir que no vaya a seguir farmeando lo que ya farmeo, y los 2 nuevos que estamos posicionadno en CS Simplemente es no vender castillos en el aire y ser realista. Si luego el mercado lo revienta y vamos a por ATHs, las valoraciones subirán como siempre por contexto ¿Qué opináis de esto? ¿Creéis que Lighter es ahora la referencia o no?
Lumiterra Survival Season lands on Monad, Nov 24 Grab your early-access rewards with my referral code: LUMI1BCE0B9 gmonad.lumiterra.net/lumonad?code=L…
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Clean water isn’t everywhere. Let’s change that together. Our #TeamWater mint is now live. 100% of proceeds go to @teamwater to fund clean water infrastructure. With love from OpenSea & our partners. Make a difference and donate today 👇 opensea.io/collection/tea…
Art Week for Voyages is now live! A celebration of creators shaping onchain culture. Drop your favorite artwork below. Share the image. Tag the artist. Earn XP. Let’s spotlight more artists together. Welcome to the new OpenSea.
Watch @iceyyy_gaming attempt really hard driving in @GoblintownRHDG with @ajt x.com/i/broadcasts/1…
Crazy Run 2.0 is now live on playground 💨 The OG Somnia runner is back but faster, harder, and more chaotic than ever. Run like you mean it an dodge like you’ve got something to prove. The quest is also live for the Crazy Run so don't forget to give it a shot and see if you can make it to the finish line. Time to go crazy Somniacs!
@monadverse doneee
HUMANITY 25 JUNE on live!
$H is here. Mark your calendars for 25 June 2025. Humanity Protocol is proud to announce that the $H token will be available for spot and perps on major exchanges. Here’s everything you need to know about $H 👇
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