The size of the addressable market for $CLOUD Solana validat | Austin Barack sur Binance Square

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The size of the addressable market for $CLOUD Solana validator LSTs is still not understood. Expect the market to figure it out before long

Avertissement : comprend des opinions de tiers. Il ne s’agit pas d’un conseil financier. Peut inclure du contenu sponsorisé. Consultez les CG.

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Market providing some great entries for the brave on S tier high growth high revenue DeFi assets

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If $SYRUP traded at $AAVE’s revenue multiple it would be at $0.88 ($0.50 currently). Despite trading at a more attractive relative multiple, @maplefinance has grown much faster, with 1010% growth in Q2 2025 revs vs Q2 2024, whereas @aave revenue has actually declined year over year in Q2. In my opinion, there are two primary reasons for this. - The market hasn’t yet fully grasped the pace of Maple’s growth/turnaround with the rollout of SyrupUSDC, BTC Yield, and the other new products which have led to revenue and TVL increasing by about 4x since March - The second is Aave has been incredibly lindy, serving as a core DeFi protocol for years with highly durable revenue. With Maple making deep inroads with institutional borrowers bringing their cost of capital down by matching them with DeFi lenders, its ARR now approaching $20MM, and the stickiness of its revenue becoming increasingly apparent, this relative gap should change over time $SYRUP is probably the asset that best sits in the middle of the Venn diagram of growth and value investors. This is going to be very obvious in retrospect for those that don’t already see the story playing out.

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9 figure deposit in 1 trx for $SYRUP USDC

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One of the most overlooked assets in RWA discussions: Rare whiskey It's outperformed stocks over the last decade with ever increasing demand/visibility. Excited to see where a DAO backed by barrels of whiskey traded on @BAXUSco and spearheaded by @web4O can go. PROOF of $DRINK

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Syrup loans outstanding scaling even faster than TVL. What does this mean? Lots of demand --> Higher utilization --> More revenue per TVL dollar --> Even faster growth in ARR as TVL ramps

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