
pepper 花椒 解盘㊂ 正EV|Jul 02, 2025 02:49
1 WLFI project=25 Trump Towers in New York, USA
This is not an exaggeration, this business is too easy to do
The opening of 10B may not necessarily be the peak, but it is not far from the peak
According to Circle's market value/stablecoin size ratio of 0.66-0.76, the WLFI valuation corresponding to 2.2 billion USD1 should be between 1.45-1.67 billion.
But now that we dare to call for 10 billion yuan at the opening, it's all supported by the three cakes of "incomplete unlocking+political premium+market sentiment". What I'm worried about is that there won't be any follow-up joint efforts to take over the market, and cryptocurrency stocks are eating away at the already limited stock market of counterfeit stocks
The problem is:
1. WLFI token does not capture any protocol revenue at all
93% of Trump's TVLs are supported by Binance
3. The Trump family has better channels to earn money
So now you can only bet one hand and see if any sovereign countries will use USD1 for trade settlement in the future
Source from Mint Venture
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