2025年剩下的时间最期待的项目-MMT @MMTFinance要TGE了!它到底值多少钱? 随着Hype,aster的造富效应,慢慢的大家都不傻了,知道可能这个周期唯一还值得去卷的就是DEX了,但是你知道吗?开一家DEX只需要几千美金,所以究竟啥样的Dex才是值得去撸的?MMT她不一样! 特有的ve(3,3) 机制下,协议收入 = 协议手续费, 这一块100% 分配给参与治理投票的 $veMMT (质押MMT获得的质押代币)持有者,而不是流动性部署方。$veMMT 持有者必然会将选票投向 收益率高的流动性池,收益率高代表着有真实交易需求或有项目方提供额外激励,选票精准决定了流动性激励流向,更高的流动性部署收益带来了更多的流动性部署,套体系让 流动性部署方 与 $veMMT 持有者 形成合作共赢局面 Peer valuation(对标产品定价) 对标Uni, Raydium,Pancakeswap,Aerodrome,Momentum 流通市值可以到 $540M,锁仓机制导致TGE后12个月内 实际流通量远小于20.4%,FDV 应可上看 $2B-$3B,大行情不好折价一半大概 $1B-$1.5B 中长期看, 生态核心的DEX周期顶部估值,可以是所处公链市值的 10% Sui目前的FDV约为200亿,所有Momentum FDV保守也有$2B, 如果Sui能继续涨,那么Momentum的币价也会继续上涨 更远期的话就要看项目方的Build了,MMT的角色在传统金融中对标交易撮合基础设施与做市商,最赚钱的生态位了,对标ICE,NYSE 母公司,近期市值高位是 $100B Citadel Secrurities,非上市公司,公开披露的估值为 $22B (2022年) Momentum 理论长期潜在估值上限在 $100B 级别,未来不可想象! $MMT
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