Read on Twitter
Global Wealth = 440T
If Crypto sees a mere 1% =4.4T (nearly halfway there)
$Luna has traded as high as .45% total crypto cap.
Current valuation = ~.275% of total crypto cap.
Let& #39;s say it falls by half again and leave a range of .14%-.45%.
(1/6)
If Crypto sees a mere 1% =4.4T (nearly halfway there)
$Luna has traded as high as .45% total crypto cap.
Current valuation = ~.275% of total crypto cap.
Let& #39;s say it falls by half again and leave a range of .14%-.45%.
(1/6)
That would leave a market weighting valuation from an inward looking valuation of 6.15B-19.8B. But what if Terra can capture 1-10% of the market cap of the combined $650B valuation of Ant Financial and Paypal (the two companies Terra references it believes it can disrupt)?
(2/6)
(2/6)
After all, Terra& #39;s core belief is to build for the masses and look outside of crypto. I believe they will be one of the key winners in the "operating system" category for Fintech/DeFi by leveraging their technology throughneobanks/wallet/payment rail integrations.
(3/6)
(3/6)
Well that& #39;s another $6.5B-$65B in valuation. Not to mention the logarithmic premium that will need to be accounted for given the deflationary scarcity of the token and..
(4/6)
(4/6)
the real-time non-inflationary rewards doled out which are more tangible (time value of money and composability) than simple ownership of a stock which may or may not pay an occasional dividend.
(5/6)
(5/6)
