@poppinnow44
MetaMask / > $1B FDV
• Token confirmed / Lubin mentioned back last year that a token is coming soon
• The mobile-only farming season ends in 2 weeks — I expect a full rollout, which should push metrics up x2–x4
• FDV P/E at $1B based on current-year metrics is ~20
(incentives weren’t heavily boosted since farming was mobile-only)
• MAU ~250,000 [Phantom ~400,000]
• Moving toward a super-app / neobank direction
• I wouldn’t want to be a long-term holder of their token, but given the user base, brand strength, low float, and a favorable market environment, a $1B valuation feels ~85–90% justified
(excluding the probability of a launch this year)
Took a $5,000 bet.
We’ll see what they announce after Season 1 and I’ll decide the next move from there.
Если нужно — могу сделать более твиттерный, инвест-дек, или шилльный вариант под паблик/