#稳定币项目 #撸毛攻略 #Eth #ENAUSDT🚨 #mkr
Yesterday I roughly estimated the potential airdrop returns of $usual, and I felt it was okay, so I added some more positions. At present, Usual has been online for about 10 days, and TVL has reached 120 million US dollars. It is conservatively estimated that it can reach 500 million TVL on the eve of the airdrop. So based on the current TVL of ena and the full circulation market value (assuming that the market will go sideways in 3 months), The usual full circulation market value is about 1 billion U.S. dollars, and the total token value of the airdrop is 75 million U.S. dollars. Then the average return of the entire market is about 15%. This should be the lowest value of the most conservative estimate. Considering that the project is still Early on, returns after 3 months should be significantly higher than that. I used the simulator that comes with Usual to calculate it again. If we still assume that tvl will reach 500 million US dollars in the future (about 1/7 of ena), the calculated return is 28%.

At the same time, I took a look at MKR's TVL and full circulation market value. If compared with ENA, MKR is undervalued? Or is ena still in the overestimation stage? Of course, the most difficult thing about stablecoin projects is how to be widely used. TEDA’s problem has always been there. Many projects want to take a share of it. This market does need more alternative paths. Unlike ena and mkr, the RWA assets used by Usual have the least resistance on the road to compliance and the smallest scale restrictions. How it develops later depends on its own destiny. When I invest in stablecoin projects, I treat it as a "reserve fund" in the currency circle. There are still 107 days until the airdrop, and I still get up very early. In the middle and late stages, I won't give up~~
Below is the invitation link
https://app.usual.money/#U2228