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Valueverse
800 posts
Valueverse
@valueverse_ai
Tracking and valuing web3 cashflows using proprietary datasets
Pricing tokens revenue with P/FCF multiplier
- Valueverse reposted
Will the bull run bring back veToken lockers? @CurveFinance pioneered the model: lock tokens for up to 4 years in exchange for boosted yields and governance rights. According to data from @valueverse_ai, the percentage of tokens locked has steadily declined. @AerodromeFi and
Will crypto ever value DeFi on cash flows? I've been digging through @valueverse_ai data recently, and two metrics changed how I look at DeFi valuations. > The first is Effective Market Cap. Many DeFi tokens have emission schedules that dilute supply for years. Comparing - Valueverse reposted
Correct metric: Effective market cap/annualized token revenue. It's P/FCF adjusted for eligibility. Available at app.valueverse.ai Effective m.cap means only tokens that actually capture revenue (e.g. in ve-tokenomics only locked tokens count).There's a metric I use to find undervalued assets on the market. It's MC/ANN rev (market cap/annualized revenue). The ratio compares how much the market values an asset vs. the revenue the protocol is currently generating. Protocol revenue doesn't determine token value on its
- Valueverse repostedWill crypto ever value DeFi on cash flows? I've been digging through @valueverse_ai data recently, and two metrics changed how I look at DeFi valuations. > The first is Effective Market Cap. Many DeFi tokens have emission schedules that dilute supply for years. Comparing
- Valueverse repostedTruly agree. Programmable value accrual from transparent onchain business models is the future And @valueverse_ai is independent analytical tool to track that
- Token fundamentals have a particular valuation. It’s revenue multiplier, accounting only token holders’ revenue. app.valueverse.ai
- Institutional capital is allocating to digital assets at scale. The data layer beneath those allocations is built on assumptions borrowed from the wrong asset class. 🧵Replying to @valueverse_aiACCRUAL represents a standard for that layer.. - human-verified holder cashflow, isolated from protocol revenue - independent research focused on value accrual mechanisms & stats - proprietary calculated data - expressed as Holder P/FCF, Cashflow Yield, FCF Momentum,
Early access to ACCRUAL by Valueverse: - Token Revenue Matters Welcome to the "Selective Altseason" Token revenue and multipliers: one of the clearest ways to identify fundamentally strong tokens early. -> $RAIL @RAILGUN_Project + $WALLET @ambire -> $VVV @venice_ai + $POD @dphnAI -> $NEAR @NEARProtocol -> $HYPE &
