Here I found a recent graph drawn by Jamin of Altimeter, NTM Revenue Growth vs NTM PS Ratio, and circled the one I had previously listed as an observation target. The ones on the lower right corner of this line are relatively cost-effective targets. However, this is still relatively static. In fact, my guess is that the growth rate of these SaaS will rebound significantly next year under the macro tailwind. Think about how to value an MDB with a growth rate back to 30%+ and a SNOW with a growth rate back to 45%-55%?
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Binance now has a clear idea of listing coins, and the idea is basically not to cut off exchange users 1. New narrative, leader, high market value, strong consensus, more than 10,000 addresses, hot projects eat chips and spend too much money to control the market, and go on contracts 2. Dragon II, after 80% adjustment, has a certain community voice, can eat a lot of chips, less than 50 million US dollars (number of addresses less than 10,000, the last two market values 20 million, ACT, neiro), go on spot 3. Hot projects, high narrative ceiling, escorted by big KOLs, after certain adjustments, more than 10,000 addresses. Market value of 100 million US dollars, such as pnut
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