AERO

그냥 꼬맹3d ago

In the past Jumper had no direct revenue and Jumper was a LiFi product depending on LiFi revenue. But recently when they spun off from LiFI, they said $JUMP wouldn't capture LiFi's revenue. So I checked and found that Jumper Docs recently has its own fee structure. link: https://docs.jumper.xyz/jumper-fees (probably created from September) In the end $JUMP gets additional revenue not just from Jumper bridge/DEX but also from perps, RWA, Earn etc., and that revenue will likely be captured by $JUMP. Actually looking at the fee structure that appeared in Jumper: DEX: stable(0 bp), Major(2 bp), other(5 bp) bridge: stable(1 bp), Major(2 bp), other(5 bp) RWA: all 5bp. So if I calculate the fees $JUMP is actually earning using the volume from Defillama dex/bridge with average bp (weighted average dex 1.45bp / bridge 1.95bp): June: bridge: $677M / DEX: $216M / fee: ~$163k July: bridge: $734M / DEX: $215M / fee: ~$174k August: bridge: $753M / DEX: $149M / fee: ~$169k September: bridge: $978M / DEX: $205M / fee: ~$220k Annualized, dex/bridge alone generates ~$2M mid-range ARR, and adding revenue from perps, RWA, Earn on top, but realistically expected to be minimal (~$3M ARR expected). Then comparing ARR to MC and FDV gives multiples (current tokenomics has community and treasury sections with no TGE unlock specified so I used average values—so MC at TGE expected to be ~$9-10M). At TGE MC basis: ~3.6x At TGE FDV basis: ~30x multiples formed. Of course there's no guarantee all revenue will be captured, but simple ARR application gives this. So comparing Jumper's current positioning in super apps, bridges, aggregators with ARR and MC/FDV multiples of competing projects (includes business growth expectations and where value capture exists)

7K5.0× usual viewsSpread to 9 channels#PerpDEX#RWAShow Korean original

잼민1234d ago

📈반등상위 코인 (시총100 안쪽) 1. PUMP: 매출 늘면서 바이백 강도 증가. 누적 소각 $4.6억. 2. ZRO: 10/20 언락 3. MON: 세일가 $0.025 위 안착, 물량은 11/24 언락. 4. SKY: 매출 급증 + 트레저리주 SDEV +104%. 5. MORPHO: 대출은 사상 최대인데 토큰만 뒤처져 있던 갭 메우기. Arc $5억. 6.AERO: 10/21 런치 선반영. Robinhood Chain 포함.

2.6KSpread to 2 channelsMonadLayerZero

크립토메이지5d ago

DeFi protocol revenues grew 11% in one month HYPE — 30D $55.4M buyback·burn / 99% of trading fees used PUMP — 30D $23.9M buyback·burn / 50% of revenues used UNI — Monthly burn $15.2M / v4 fee switch expanding AERO — 30D $15.1M accrued to holders / 3x vs previous month AAVE — 30D fees $36.5M / protocol revenue $5.1M / daily ~292 AAVE buyback SKY — 30D revenue $13.5M / holder accrual $5.2M JUP — 30D buyback ~$3.1M / 50% of revenues used LIT — 30D buyback·burn $2.6M LDO — Annual buyback max $10M ENA — 30D fees $23.5M / currently almost no token accrual ETHFI — 30D revenue $3.8M / September buyback resumed RAY — Revenue ~$7.5M / ~5x increase since LaunchLab CAKE — Supply declining for ~3 years MORPHO — 30D fees $19.8M / no fee switch yet Ultimately, even within DeFi, protocol revenue and what actually reaches token holders are completely different. These days it's good to look at actual revenue → buyback·burn·distribution structure together with TVL and trading volume.

2.5K4.1× usual viewsSpread to 3 channelsHyperliquidShow Korean original

크립토메이지6d ago

Aerodrom, Velodrome 합병 코인베이스는 $AERO 합병 지원 출처 1 VELO 당 0.044 AERO 비율

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