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David @SGV
@d
This slide from Coatue got me thinking on crypto Which tokens are doing 100M+ in annual rev + growing >25% + profitable? JTO, AAVE, SKY, MKR — these should have 10x+ multiples
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Diego
@d1ego
Agree, though not a 1:1. Tradfi multiples are DCF proxies. In crypto, applying revenue multiples assumes we’ve already have a mode for fundamentals — but models like REV and RSOV are still evolving. Agree with your logic, just unsure what a “reasonable” multiple even is today.
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