Stables all at $1.01 today... would love a step by step guide in the paid sub of how to play arb opportunities for those of us who are still buy and HODL only noobs
One question. It seems like a more specific definition of FDV would be "market cap if all possible supply existed at today's price" (emphasis on last two words). I've never understood the point of using today's price - surely if you increase supply, you'd expect price to adjust downward.
Does anyone use something like "Fully Diluted Price" - the price if all possible supply existed at today's market cap?
Would love to have a link or feature for paid subs to access a weekly refresh of the comp table. Nice work.
Stellar post. Would be nice to see more of these explaining the others valuations metrics.
Wondering if Defi education would look into Quant? QNT............
Thanks! That's very insightful. Can you also write a full guide on
- how to analyze the market cap and FDV
- how to compare between the relative valuations
- how to read the metrics and their implications
Thanks
Stables all at $1.01 today... would love a step by step guide in the paid sub of how to play arb opportunities for those of us who are still buy and HODL only noobs
So you're saying buy the dip on Serum? Pretty sure that's what you're saying. LOL.
Good read - thanks chaps.
One question. It seems like a more specific definition of FDV would be "market cap if all possible supply existed at today's price" (emphasis on last two words). I've never understood the point of using today's price - surely if you increase supply, you'd expect price to adjust downward.
Does anyone use something like "Fully Diluted Price" - the price if all possible supply existed at today's market cap?
And yes also can we have a series explaining the other metrics on the table? This was such a good post! Thanks team
Great post! Is there anyway we can get the formulas for the table so that we can reproduce it ourselves?
Why does brain look so angry? 😂