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Ben Walther
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不受歡迎的觀點 🚨
美聯儲降息不會成爲 BTC 和加密貨幣的靈丹妙藥。
由於其他央行也在進行調整,美元不會大幅貶值。
真正的催化劑?量化寬鬆——但這還沒有被提上日程。
我今晚會發布一篇關於它的完整文章。
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LayerZero — If it starts to run, it'll be massive! ZRO broke out of a lengthy sideways consolidation just a few days ago. On top of that, the price tested the breakout level successfully and seems to be ready for a massive move. The chart reminds me a lot of $DOT in 2021: a lengthy sideways consolidation, breakout, and massive pump. At that time, Polkadot surged more than 800%. Of course, we can't simply mirror that to ZRO. But the token has a strong community, growing social buzz, and finally, a chart that screams for a push. $ZRO #LayerZero
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We definitely need it :)
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Wrote an article about Thena a few days ago. I think the fundamentals are strong and could be an interesting investment. In terms of trading, I wouldn't touch rn — the chart still looks too bearish.
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🚨 Polkadot’s Valuation: A Reality Check 🚨 Polkadot ($DOT) is a prime example of crypto valuations that make you do a double take. With a market cap of $13.6B and daily fees between $2,000 and $5,000, it raises some tough questions about how the market prices value. Let’s break it down 👇 Comparing $DOT's Market Cap to Real-World Companies A $13.6B valuation puts Polkadot ahead of: ✅ All but 40 companies in the UK ✅ All but 16 companies in the Netherlands ✅ All but 8 companies in Mexico Yes, Polkadot, with just 6,500 daily active users, is valued higher than most major firms generating billions in revenue. By the Numbers: Polkadot’s Metrics ✅ Daily Fees: $2,000–$5,000 ✅ P/F Ratio (Price/Fees): ~2,670 ✅ Daily Active Users: ~6,500 Compare that to Apple (although a bit unfair), which has a P/E ratio of 36. On the other hand, Polkadot's valuation seems detached from its economic substance. Why Do These Valuations Persist? In crypto, value is often not tied to traditional fundamentals like revenue or earnings. Instead, it’s tied to the community and potential future adoption, similar to early Web2 companies before they figured out their monetization models. But here’s the thing: 👉 Polkadot lacks both a strong community and significant daily user activity. The Bigger Question At some point, valuations need to align with reality. Crypto’s long-term success depends on projects proving their worth—not just in potential but in tangible impact. Polkadot’s valuation highlights the growing need for substance over speculation. What’s your take? Are we overdue for a reality check? Let me know 👇 $DOT #PolkadotAnalysis
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Depends on your definition. Solana made >1,000% during the last 14 months. Not that bad imho.
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