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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'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'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)?
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After all, Terra'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'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..
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(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.
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(5/6)
Are you starting to see where this can go, anon? I believe ~100B is on the table for $Luna. How's that for an asymmetric bet? Feel free to read/re-read my thread on the topic. Short term price action be damned, we're on a moon mission fren.
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