Even if you look at it as FDV vs market cap, $500M USD doesn’t sound crazy yet. But as always, be responsible with your muunies please https://t.co/5tVWmjgMgz ...

Market Valuation - WLFI opening with a fully diluted valuation (FDV) of $38 billion premarket on Hyperliquid [1]

Market Overview - The DeFi sector is witnessing an ongoing battle for market share between Aave and Morpho, the top two protocols based on active loans [1][2] - The competition between Aave and Morpho is incentivizing users with attractive borrow/supply yields, benefiting DeFi users [2] - DeFi is expected to benefit from the competition between Aave and Morpho [2] Key Metrics Comparison - Aave has a significant lead in active loans with $26 Billion compared to Morpho's $32 Billion (weekly averages over the last 12 months) [2] - Aave's TVL is $57 Billion, significantly higher than Morpho's $77 Billion (weekly averages over the last 12 months) [2] - Aave generated $663 Million in fees, while Morpho generated $129 Million (weekly averages over the last 12 months) [2] - Despite Aave's dominance in key metrics, its FDV is $44 Billion compared to Morpho's $20 Billion [2] Ecosystem & Notable Differences - Aave is deployed on 11 chains, while Morpho is deployed on 6 chains [2] - Aave has $35 Billion of TVL in $ARB and $AVAX, where Morpho has no presence [2] - Morpho has $1 Billion of TVL in @katana and $HYPE, where Aave has no presence [2] - Morpho has Coinbase support, potentially providing a significant advantage by allowing users to use their DeFi products [2]

Buyback Models - Fluid DAO 将投票决定从 10 月 1 日开始实施的回购模型 [1] - 三种模型包括动态 FDV 曲线、30 天 TWAP 以及混合模型 [1] Dynamic FDV Curve Model - 当 FDV 小于 5 亿美元时，100% 的收入用于回购 [1] - 随着 FDV 上升，分配比例降低 [1] - 旨在支持被低估的 Token，但存在“价格天花板”的风险 [1] 30-day TWAP Model - 如果 Token 交易价格低于 30 天平均价格，则使用收入进行回购 [2] - 如果高于 30 天平均价格，则不进行回购 [2] - 旨在逢低买入，并在强势时节省现金 [2] Hybrid Model - 混合模型结合了动态 FDV 曲线和 30 天 TWAP 两种模型 [3] - 在牛市中，当 Token 价格上涨时，回购最少，以便更多收入可以用于建设国库 [3] - 在熊市中，FDV 曲线启动，在 Token 被低估时分配更多资金用于回购 [3] - 旨在避免在顶部浪费现金，同时在底部介入以支持价格 [3]

Token Unlock Schedule - Insiders face a 1-year lockup period [1] - After the initial 12 months, 25% of insiders' tokens unlock [1] - The remaining 75% of tokens unlock semi-annually over 36 months, with 12.5% unlocking every 6 months [1] - The total vesting period for insiders' tokens is 4 years [1] Tokenomics Implications - The token launch is expected to have a low float and high Fully Diluted Valuation (FDV) [1]

Airdrop & Community - Airdrop registration has a 7-day window, potentially excluding a wider group of users [1] - Succinct allocates 5% for the initial airdrop and 20% for future incentives [1] - The project aims to reward the 'core-of-the-core' community, including testnet users and Discord members [1] Tokenomics & Valuation - In the first year, 20% of the total token supply will be in circulation [2] - A $1 billion Fully Diluted Valuation (FDV) and $200 million Market Cap (MC) are considered reasonable [2] Eligibility - Airdrop eligibility includes contributors to relevant open-source repositories [3] - 57 OP Stack rollups and protocols using the Succinct Prover Network are considered [3] - X (formerly Twitter) Affiliate and yappers are included in the airdrop [3]

Maybe I'm becoming more risk-averse but I want more certainty on $HYPE future supply.- Team unlocks of $460m PER MONTH start in November. What will happen to these tokens?- 38.9% is TBD. 2nd, 3rd, 4th airdrops coming? To whom? Whales, HyperEVM users?In both cases I have 0 control on the decision taking. And someone will know about it before me.I bet my future airdrops wouldn't overweigh the dilution due to airdrops as MMs and whales will get most of the airdrops.Or maybe not? The uncertainty of the future a ...

16 tokens (above $100m FDV) with the biggest price increase in the past 90d: https://t.co/DdgfQfYJxZ ...

Token Analysis - Future token success depends on minimal forced sell pressure [1] - Fully Diluted Valuation (FDV) is a significant factor [1] - Venture Capital (VC) unlocks are a significant factor [1]

'@LoshmiOnChain has made his bold prediction of 635M fdv at launch for @yapyo_arb on @arbitrum.If his prediction comes true:Top 100 - will make $635,000Top 1000 - will make $317,500FCFS - will make $105,833Easy 6 figs for anyone who is able to join the yapyo presale. You already know what happens next 😂. ...