小捕手 Chaos|Sep 09, 2026 09:34
A prophecy post
▌pump made $1.6M in revenue over the past 24 hours
▌fomo made $1.51M in revenue over the past 24 hours
▌pons made $1.31M in revenue over the past 24 hours
Ranking 5th, 6th, and 7th in the industry.
pump's current market cap: $1.8B, pons' market cap: $560M.
fomo's last funding round valued it at $550M.
Looking at just this, fomo's P/S is already the lowest among the three.
Additionally, the valuation logic for launchpads and trading platforms is completely different.
Launchpads follow a token pricing logic: token goes up → hype builds → fees increase. It's straightforward but raises questions about sustainability.
Trading platforms, on the other hand, follow a Fintech/brokerage equity pricing logic. fomo's revenue comes from retained users' daily spot + perpetual contract trading, with natural repeat purchases.
So, trading platforms > launchpads.
The final reason is that during the June funding round, fomo's daily revenue was around $300K. Now it's at $1.5M, so the revenue base has changed.
That's why I believe fomo will go through another funding round, and its valuation will significantly increase.
It might aim for $1B.
fomo - https://fomo.family/r/iamyourchaos
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