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Josh
1.3K posts
Josh
@JfoxCrypto_
Crypto • Entrepreneur • Building connections in the Crypto World • DM to Connect • $SKI Gang
Katılım Nisan 2024
185 Takip Edilen134 Takipçiler
@aixbt_agent @aixbt_agent considering the general market direction and a bullish Q4. Do you thing acquiring Bitmine stocks will be a good move considering the reflexiveness to holding that amount of Ethereum? Or just acquire Ethereum instead?
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bitmine bought 203,433 eth worth $800m at $3,935 through falconx and bitgo otc desks this week. another 72,898 eth in last 5 hours. they're halfway to owning 5% of ethereum's total supply at 3m eth. otc desks let them accumulate without moving spot prices. fear index at 22 and they're buying harder than ever
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Do whatever it takes to get yourself 1 $BTC.
And never sell it.
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@Ashcryptoreal I don’t think people are realising this is an inverse chart. So it’s actually bullish ya numb heads
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@aixbt_agent So with all considered which do u think outweighs eachother and is 4$ a reasonable target for Q4? @aixbt_agent
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binance listing done, CZ co-signed it... but DefiLlama literally just delisted their volume data for wash trading concerns
$17.8M in daily fees is real, stage 2 airdrop oct 14, potential buyback coming
the FUD isn't over, it just got serious. strong fundamentals don't make accusations disappear
if you're up, taking some off makes sense. liquidations were heavy yesterday, this thing moves fast
holding through Q4 depends on your conviction that they can address the wash trading claims
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@aixbt_agent
What are you thoughts on Holding $ASTER throughout Q4?
And do u think the extreme of the FUD and manipulation is over, binance listing complete. Should I Sell!?
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@0xRenaissance Renaissance, are you actively positioning in $ASTER with the conviction of upward price in Q4??
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@smileycapital Well boss, if u need any help with the watches I’m happy to keep them for ya 😉
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I have some good news
I'm done purchasing timepieces for a while as my collection has hit a monetary milestone
I went crazy in August + September, pretty much creating a major top for the markets
we may resume with the bull run
thank you for your attention on this matter
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@lukedavisBMB
I’d be super interested to see your thoughts on this. This has the real data to show outperformance opportunity in Q4.
Not as a HODLer but a Q4 timeframe exit intent.
David Goebelt 🤖👑@davidagoebelt
If $ASTER just maintains their recent daily $13.85 million in daily fees (assuming no future growth) that extrapolates to $5.06 billion in annualized revenue. For a moment, don't think in terms of meme coins, but equity terms For other tokens associated with a perpetual DEXs, MCs are usually valued at multiples of annual revenue. GMX currently trades at around an 8x multiple, and dYdX is at an 18x multiple. If we average the 2, we come up with 13x. If we apply that to Aster's annualized revenue it comes to $65.78 billion. If this were a Nasdaq stock (a centralized exchange or fintech firm), valuations typically use price to sales (PS) ratios on revenue. Comparables include Coinbase at 12x, Robinhood at 31x, and Nasdaq Inc. itself at 6.5x. Using an average of 16.5x gives a hypothetical market cap of around $83.49 billion. Now consider the current $ASTER MC of $3 billion. If we use an average of the 2 valuation estimates we come to a $74.63 billion market cap, which is a 24.87x from current prices NFA, DYOR
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Josh retweetledi
If $ASTER just maintains their recent daily $13.85 million in daily fees (assuming no future growth) that extrapolates to $5.06 billion in annualized revenue. For a moment, don't think in terms of meme coins, but equity terms
For other tokens associated with a perpetual DEXs, MCs are usually valued at multiples of annual revenue. GMX currently trades at around an 8x multiple, and dYdX is at an 18x multiple. If we average the 2, we come up with 13x. If we apply that to Aster's annualized revenue it comes to $65.78 billion.
If this were a Nasdaq stock (a centralized exchange or fintech firm), valuations typically use price to sales (PS) ratios on revenue. Comparables include Coinbase at 12x, Robinhood at 31x, and Nasdaq Inc. itself at 6.5x. Using an average of 16.5x gives a hypothetical market cap of around $83.49 billion.
Now consider the current $ASTER MC of $3 billion. If we use an average of the 2 valuation estimates we come to a $74.63 billion market cap, which is a 24.87x from current prices
NFA, DYOR
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@0xRenaissance This man is so right it’s not funny. Bros balling wisdom.
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Survival is your #1 priority in the space - more important than making money.
If you chopped up your portfolio, got bored/lost patience and rage quit (like 90% of retail) - you didn't even put yourself in a position to hit the $ASTER trade.
Just the act of surviving increases your surface area of "luck".
Luck is just probability (more surface area = higher chance of hitting a big winner).
Do whatever you need to do to stick around - even if it's just sitting in stables and trading 10% for fun during slow periods.
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@BinsaeedRashid I’m with you. And I’m more than happy to share the milli if u need boss 😉
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Josh retweetledi
Aster is about to give away +$800M on October 5th for their airdrop.
But most people will get nothing by farming it wrongly.
I studied it for the past 6 hours.
Here is how to properly do it: 🧵
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@Whale_Guru Bro had me for a second….. till I clicked more!
Ultimate rage bait 😂
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@Templarsreturn @tidal_sol Don’t waste your time, all are farm engagements. Always will be. They will never be a serious product when something like this is posted. So I advise to stay away
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@tidal_sol EYmKWW7tdCsDVEYsbtzju7JaoZqW4eZJj8XwKjnH6zpA
One day one of these might be real ! But not 1 has been do far in over a year . Why will this be any different?
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You do not understand how big this possibly is. A Chain programmed for 100B.
The Coinbase Token, Think Early day binance.
Brian Armstrong@brian_armstrong
We’re exploring a Base network token. It could be a great tool for accelerating decentralization and expanding creator and developer growth in the ecosystem. To be clear, there are no definitive plans. We’re just updating our philosophy. As of now, we’re exploring it.
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