Wrapping my Dolomite series with the bull thesis! As we hit September 20, 2025, DOLO's at $0.17 (up 0.63% 24h per CryptoRank), MCAP $69M, and trading vol $15M+ on Gate/Bybit.
Underperforming ETH ecosystem short-term? Sure, but that's classic accumulation before moonshots.
Bull case pillars:
1) Utility moat – Virtual liquidity + broad assets = sticky TVL. DefiLlama shows inflows mirroring market recovery; expect 5x TVL by EOY as lending booms.
2) Cross-chain expansion – CCIP unlocks Berachain liquidity (hot L2 narrative), pulling in TVL from fragmented chains.
3) Token flywheel – veDOLO staking locks 20% supply, fees to POL, governance driving upgrades like perps V2. Emissions taper post-2026, scarcity kicks in.
4) Macro tailwinds – With Harvard's Rogoff warning of dollar crises (Forbes), crypto's safe haven status amplifies DeFi. Lending at $44B? Dolomite captures 1% = $440M TVL, juicing DOLO price.Risks?
Volatility, sure – but immutable contracts and Chainalysis audits mitigate hacks. Team's track record (ex-traders from top funds) screams execution. Comparable? Aave did 50x from similar MCAP; DOLO's mobile edge could outpace.
Entry now: Accumulate on dips, stake for 25% APY. In a portfolio of blue-chips and memes, DOLO's the DeFi workhorse. 10x by 2026? I'd bet on it.
