
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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