Solana's High L1 Valuations: Are They Justified by the Global Trading Engine Vision?
Explore why Solana's elevated P/E ratios are a bet on becoming the world's trading engine, with trillions in potential revenue from fees and real yield.
Explore why Solana's elevated P/E ratios are a bet on becoming the world's trading engine, with trillions in potential revenue from fees and real yield.
Dive into icyponds' insightful X thread on crypto's future—stablecoins and payment rails dominate, but traditional companies hold the real investment keys. Explore how blockchain eats TradFi without mooning meme tokens.
Explore how Digital Asset Treasuries (DATs) are using locked tokens to inflate valuations, potentially outbidding VCs, and what this means for meme token ecosystems on chains like TON and SUI.
Explore why a seasoned crypto trader is betting against Monad's hyped valuation while praising revenue-generating projects like Meteora in the Solana DeFi space, offering insights for meme token investors on market disparities.
Explore how narratives drive crypto valuations for assets like Ethereum and Solana, and why focusing on fundamentals and flows could be the smarter play in the blockchain space.
Dive into Ryan Watkins' insights on why narratives and relative value frameworks dominate crypto asset valuations, from Ethereum's turnaround to Solana's momentum in the blockchain space.
Explore how bull markets propel even the most useless meme coins to extortionate prices, as highlighted in a viral tweet from crypto trader @btc_charlie.
Explore how Bank of America is integrating Polymarket data into research reports, CME's CEO uses Kalshi for insights, and skyrocketing valuations signal big moves for crypto prediction markets with tokens on the horizon.
Dive into Howard Marks' insights on prolonged bull markets, high valuations, and investment strategies, and discover how they apply to the risky world of meme tokens in the crypto space.
Dive into the latest crypto drama as new Layer 2 solutions like Scroll, Taiko, and Starknet launch with sky-high valuations despite low revenues, compared to established players like Arbitrum. What does this mean for meme tokens and the broader blockchain ecosystem?