These 8 accounts called $PENDLE, $GMX, $DIMO, $KAITO, $GLMPS | arndxt_xo on Binance Square

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These 8 accounts called $PENDLE, $GMX, $DIMO, $KAITO, $GLMPS, $PVP & more, before they pumped.
Here’s what they nailed, and what they’re watching next. 🧵👇

Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content. See T&Cs.

PENDLE

3.697

-5.73%

KAITO

1.3739

-13.30%

GMX

15.08

-7.20%

183

0

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His excellency never fail to amaze me even with his $6M banana. That aside, I have not met anyone using Tron. I seen my parents used them, but thats all if all my 1092 friends on TG... Tron now accounts for nearly 80% of all Layer 1 fees. Just a year ago, it was under 30% A year ago, Ethereum led in fee collection. Now, Tron leads by a wide margin, and on a current monthly run-rate, it’s closer to 80%+. 365-Day Fee Breakdown @tokenterminal • Tron: $3B (52%) • Ethereum: $1.2B (21%) • Solana: $1B (17%) • Bitcoin: $325M (6%) • BNB Chain: $193M (3%)

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Wild split in how the market values stablecoin revs 👀 Circle $CRCL opened at a ~$32B EV → 34.8x ’25 net rev. If $COIN keeps its ~53.5% cut of reserve income, that’s ~$1.29B in revs → implies $44.9B of COIN’s $60.5B EV is just from USDC. That means the rest of Coinbase is trading at <2.5x net rev, below tradfi. So either: https://t.co/d8DBT7wAkZ demand for non-stablecoin crypto biz, https://t.co/OLMGS4RgmH’s valuation is way too rich, 3.Or $COIN is due for a major re-rate. Data and image credits to @HadickM from Dragonfly

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