Flowslikeosmo — Crypto Influencer Analytics & Twitter Engagement Metrics | AikaXBT CT Radar

I think the market is discounting multiple businesses at the current stage. Looking at @EtherFi $ETHFI - LRT Market Dominance of +60% - Fortress Tokenomics (fixed 1B supply, zero inflation, dual buyback engine generating $16-24M/year) - Cash Card pivot $4M earned in its first https://t.co/e5R3fc52Ll

RWA Protocols by Tier Some context, RWAs flipped DEXs to become the 5th largest DeFi category Now holding $26b+ in TVL while not even ranking in the Top 10 at the start of 2025. Rankings: **S Tier** 1. @BlackRock's BUIDL crossed $1B TVL and started 2025 at $500M, it now sits https://t.co/gAJxeO9NEn

https://t.co/P942vLrn7g

What do you think a fair valuation for $ETH is? And what metrics would you use?

Adding expenses to the $ETHFI valuation: - $15.1M in gross fees, but ~77% flows directly to stakers and card users - Net earnings: $3.48M/month → $41.8M "annualized." - Earnings margin: ~22.8% Morpho: Unfprofitable (-5.5% margin) $1.03B mcap Lido: 13.2x P/E, 10% margin $277M https://t.co/2vOUEAvlsu