3/
However, this month has been almost a nightmare for $TREE .
Price plummet: in just one month, $$TREE dropped from $1.2 to $0.30, a decline of over 71%.
Market cap shrinkage: circulating market cap is only $48 million, while FDV remains above $300 million, leading to significant valuation pressure.
Declining trading volume: daily trading volume has dropped to $36 million, with clear signs of capital outflow and insufficient market confidence.
Although the TreeHouse product narrative still has prospects, the continued decline in token price indicates that the market has not fully recognized its position as the 'fixed income DeFi leader.'
The key point that the market does not buy into is:
Valuation and realization mismatch: the product story is grand, but the actual TVL and revenue scale are insufficient to support FDV.
Persistent selling pressure: the rhythm of token unlocking + lack of strong buyback or lock-up mechanisms have left the price without support.
Investor psychological gap: early users expect stable returns, but see continuous price declines, which impacts confidence.
Next, when $TREE the return to normal valuation occurs, it will be a watershed moment for the project. I hope the project can seize this opportunity for a leading breakout.
#Treehouse @Treehouse Official
