kek (poguwogu)

Wallet connect is nothing short of amazing...really grateful for what you and your team have done tbh. + Metamask mobile is trash cmv

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My ton thesis 🧵: In feb 2014, facebook purchased whatsapp for 19.3B USD, fb was at 465m monthly active users Now @may 2024, Telegram is at 800m monthly active users and 1.562billion active users Toncoin has a FDV(fully diluted valuation) of 29.15B and a MC of 19.83B https://coinmarketcap.com/currencies/toncoin/

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Given a similar price per active user, we can calculate fair valuations @2014 prices for ton coin 800/465*19.3B = 33.2M @2024 prices, adjusting for 3.5% inflation per annum 33.2M * 1.035^10 = 46.8M Market cap ratios: Circulating MC: 46.8/19.83 = 236% (136% more) FDV: 46.8/29.15 = 161% (61% more)

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Copped kek.box Open to offers...maybe :p .box integrated into ens, great time to snipe one methinks

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