CryptoBLACK🌙◼️
CryptoBLACK🌙◼️|Sep 25, 2025 06:55
0gm 0gm I've been calling out MNT @ Mantle-Official in the group for a long time My friends in the group all got on board at 1.1. Today, let me share my humble opinion Conclusion: BNB leads the market with BSC ecosystem scale, while MNT shows the strongest growth potential driven by Bybit deep integration recently, with a target price of 2.50+. OKB benefits from extreme scarcity and L2 expansion, while GT/BGB steadily develops but has a ceiling. As the only L2 token that truly integrates CeFi DeFi, MNT has 3-6 times the revaluation space and is a good benchmark. Can you explain from several dimensions why: 1. Comparison of Token Economics Ranking of Deflation Mechanism Strength: 1. OKB: Epic destruction of 52% of supply (worth $7.6 billion) in August 2025, locking in a total of 21 million coins, creating Bitcoin level scarcity https://(coindesk. com)/markets/okb pic burn 2. BNB: 20% of quarterly profit is used for repurchase and destruction, with over 40% of original supply already destroyed, and the target reduced to 100 million pieces. https://(binance. com)/quarterly burn 3. GT: Dual destruction mechanism, 60% destroyed+original supply, quarterly profit of 15% repurchased+EIP-1559 on chain basic fee destroyed https://gatescan.org/burns 4. BGB: 20% profit repurchase and destruction, annual release controlled within 4% of total supply https://(bitget. com)/tokenomics 5. MNT: No clear destruction mechanism, relying on ecological lock-in and treasury management to control inflation https://mantle.xyz/tokenomics 2. Deep analysis of ecosystem integration BNB: Ecological Dominance Status Advantages: The world's largest CEX (38% market share in derivatives)+BNB Chain L1 (TVL $7.8 billion) Application scenarios: 25% discount on transaction fees, DeFi gas fees, NFT marketplace, 5-10% staking income Recent catalyst: Chain upgrade (1-second block output, cost halved) benchmarking Solana, monthly active addresses 2.3 million OKB: Scarcity drives value Breakthrough development: X Layer L2 launched (Polygon CDK, 5000 TPS), OKB as the only gas token Institutional attractiveness: After destruction, the number of coin holding addresses increased by 25%, indicating a clear signal of whale accumulation Risk factors: Over reliance on exchange business, high regulatory exposure MNT: Revolutionary Innovation of CeFi DeFi Bridge Unique positioning: the only platform coin that truly connects centralized exchanges with L2 DeFi Bybit's deep integration advantages: Transaction level: 25% discount on spot fees, 10% discount on contracts, zero fees for 20 MNT transactions (until October 23rd) Financial products: 36% APR pledge, discounted purchase, dual currency wealth management, liquidity mining Institutional tools: 100% LTV collateral, 8x spot leverage, OTC bulk trading discounts Payment system: Bybit Card/Pay zero exchange fee, UR New Bank 40+national fiat currency channel Analysis of future potential space driving versions of MNT Fundamental driving factors 1. Technological breakthroughs and ecological expansion ZK Rollup upgrade (completed on September 17th): 1-hour finality, 0.002 transaction cost, becoming TVL's largest ZK Rollup ($2.2 billion) Mantle 2.0 Transformation: Transitioning from Universal L2 to 'Institutional Liquidity Chain', Focusing on RWA tokenization Ecological growth: TVL increased from $600 million in 2024 to $2.2 billion, daily active wallet count increased by 1400% monthly, stablecoin supply increased by 210% YoY 2. Unique value accumulation model Compared to other platform coins, MNT has built a dual value capture: Bybit ecosystem: fee demand driven by $25 billion daily trading volume Mantle L2: DeFi Revenue, Governance Equity, Gas Fee Payment 3. Institutions adopt acceleration MI4 Index Fund: $400 million treasury anchored tokenized investment portfolio (BTC 50%, ETH 28%) FBTC protocol: decentralized BTC wrapper, TVL $1.5 billion, cross chain to Ethereum/BSC UR New Bank: Swiss supported account system, supporting EUR/CHF/USD/RMB Valuation analysis and price targets Price target prediction: Q4 2025: 2.00-2.50 (based on TVL growth to $3 billion+expected) 2026: 3.50-6.90 (Delphi Digital 3-6 times revaluation target) Optimistic scenario: 10.10 (based on BNB market value/trading volume multiple) MNT has the strongest growth potential among the five major platform coins, for the following reasons: 1. Valuation Depression: The market value of $5.3 billion is significantly undervalued compared to BNB, and there is room for reassessment 2. Unique mode: CeFi DeFi fusion innovation, with both exchange scale and L2 technology advantages 3. Catalyst intensive: ZK upgrade, institutional products, Bybit deep integration and synchronized efforts 4. Fundamental support: TVL growth, user surge, establishment of technological leadership @The xhunt.ai event is also coming to an end, this is not an advertisement MNT purchases through Bybit, welcome to register: http://partner. (bybit.com)/b/91417
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