Valuing an L1 asset on a DCF model is and always will be dum | RyanSAdams on Binance Square

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Valuing an L1 asset on a DCF model is and always will be dumb.
L1's are commodity money.
Nothing more and nothing less.
They're called cryptocurrencies.

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So are the SOL people going to pivot to HYPE people for the second half of this cycle

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Just recorded my first @LimitlessFT podcast as a guest host, doing more soon: Upcoming: - Intelligence Curse w/ @luke_drago_ & @LRudL_ - AI Wars: US v China w/ @jeremiecharris & @harris_edouard - AI is Normal Tech w/ @random_walker Felt like i was cheating on crypto but idc

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Buying ETH is like buying bitcoin in November 2020 at $16k. ETH in May 2025 = $310 billion BTC in Nov 2020 = $310 billion ETH still priced as a contrarian world reserve asset but there's massive upside in the adoption curve. Most of you will only see this after its obvious.

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The U.S. will Onboard the World to Crypto People have no idea how fast the U.S. is pivoting pro crypto and it's not just Trump it's structural. Why? In a word - stablecoins. Bessent isn't just bullish stablecoins they're literally his lifeline. Where else do you find trillions in new treasury demand? Congress can drag their heels for a while but stablecoins are structurally inevitable. Because countries aren't buying what the Fed is printing anymore - crypto users are. Standard Chartered Banks projects stablecoins to exceed $2 trillion by 2028 - that's another 10x increase over the next 3 years. At the point crypto users will hold more treasuries than Japan or China. The U.S. will onboard the world to crypto.

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Report staying 99% of @pumpdotfun are pump-and-dump schemes thought it would be higher tbh

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