$LUNA - forget the burn. What kind of value can you expect if you stake for the next few years? Let’s get conservative and make some assumptions ... 🧵 💎 👇🏻
$ANC worth $4 over next 2 years and $MIR worth $0.70 over the next year
I assume that ozone will be worth at least as much as the community funds going in - $2.8 (genesis + on going) - although likely to trade at a multiple of this
At least 8 other projects expected over the next year. Some are smaller than others, but let’s assume each has a value of $0.50. Those would be worth $4.
That’s an estimated $11.5 or over 65% in expected distributions. I have never seen this broken down in this way and if you keep going with the tradfi logic..
That same $11.5 of expected return at 20% implies a price of $57.50 for $LUNA
đź’Ž bonus - now remember all these projects drive the demand for $UST and demand for $UST drives the price of $LUNA
65% dividend yield + deflationary supply economics = linear risk, exponential reward. There is still plenty of risk, DYOR - not financial advice.
You can follow @justinlunaorbit.
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