Lao Bai
Lao Bai|11月 13, 2025 07:23
You can still find the alpha on Defillama. Met was clearly undervalued compared to Raydium in terms of revenue/FDV ratio, and it’s been pumping these past couple of days. Last time I said either Blue was seriously undervalued or MMT was seriously overvalued. Now Blue is pumping, and MMT is dumping. This morning, I saw Ore drop to 180, so I bought a few for a quick speculative bottom. I was even thinking of posting something like, 'Ore! Why are you guys not into Ore anymore?!' But just now, I saw it already bounced back to 230, and its revenue is still temporarily in Solana’s top five, so I’ll let it slide... Keep a close eye on Ore’s revenue chart—if there’s a clear drop, get out fast!
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