đ The honest answer:
Not necessarily. A deep drop doesnât automatically mean the valuation is fair. A token thatâs fallen 30x can still be overvalued if key factors arenât fully supported.
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đ§Š 3 factors to assess OMâs true value today:
1. TVL and actual cash flow:
Current TVL is only about $15K, while market cap remains above $320M. The Market Cap/TVL ratio is around 21,510x â extremely abnormal. This strongly indicates OM is overvalued relative to the actual assets locked and utilized.
2. Economic benefits for holders:
Although thereâs staking, locking, and products, the real profit potential is unclear. OM doesnât generate stable cash flow or revenue share for token holders. Meaning, if you donât sell higher to the next buyer, OM currently lacks intrinsic value that produces profit.
3. Narrative & trust:
RWA was once a hot narrative, but many RWA projects have also dropped heavily. The âtokenizing real-world assetsâ story hasnât fully materialized. Trust in the OM team has eroded after the price crash without official communication. If the story loses appeal and the team canât rebuild confidence, the price may keep falling simply because no one supports it anymore.
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đĽ Summary:
A 30x drop is shocking â but not necessarily enough. The current price might still reflect speculation rather than real cash flow, and the TVL and utility havenât proven solid fundamentals yet. However, thereâs a chance for recovery if the RWA space regains momentum and OMâs team rebuilds trust.
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đŻ Conclusion for savvy investors:
Donât just look at the price drop â look at what remains after the crash. If OM still has products, a team, and a roadmap, consider a small position. But if itâs only âwhat once was,â the $0.3 price could still slide to $0.1 or even $0.05 without clear reason.