Continue partner Pima: TVL is a MEME, FDV is not a MEME
Pima, a partner of Continue Capital, shared ten insights on the crypto market on social media:
In the long term, MEV (Maximum Extractable Value) is the fundamental indicator for measuring the development prospects of a chain.
TVL (Total Value Locked) is a MEME that needs to be measured for capital turnover after aligning L1Token prices with ETH.
FDV (Fully Diluted Valuation) is not a MEME. Economic security is a MEME that is unreliable (see LUNA/ATOM).
The execution layer is the biggest value capture ground. A chain's DEX data can better reflect the degree of ecological prosperity by removing stablecoin and L1Token-U/ETH trading pair data.
L1/L2's target audience is developers, not community users, and strategies should be focused on developers.
The phenomenon of the seven sisters of the US stock market will also appear in the currency circle, and market capitalization and trading volume will be significantly concentrated.
Do not only focus on the number of users, but also focus on revenue. Finding a business model and monetizing users is the key.
Introducing traditional investment systems and valuation models into the currency circle is the foundation of prosperity.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
