X @Ansem
Ansem 🧸💸·2025-07-17 23:04
RT Jon Charbonneau 🇺🇸 (@jon_charb)imo the more relevant numbers to look at are:- adjusted MCAP <$30bn (circulating supply + team/foundation, ex emissions/incentives)- annualized earnings around <$1bn- P/E ~30x- strong earnings quality + growthsimilar conclusion, looks very good vs comps ...