In the current Bear Market, rather than rushing into meme tokens that may go to zero, it’s better to calm down and focus on some guaranteed "safety net."

@grvt_io I suggest everyone to get on this bus if you can.

Many people may feel that it's too late to get in now. In fact, whether it's mining or trading, the core factor to look at is one indicator: the odds (profit-loss ratio).

I spent some time looking at the data from 11.28, benchmarking against leading competitors Hyperliquid and Aster, and did some calculations👇

🧵(1/4) Valuation Benchmark: Who is being underestimated?

We need to calculate the FDV of GRVT, and the best measure is Hyperliquid (FDV 22.8 billion ) and Aster (FDV 8.87 billion ).

Model A: Estimated GRVT daily volume of 1.32 billion based on daily trading volume, benchmarking against two competitors, the derived average FDV is approximately 2.7 billion.

Model B: Estimate GRVT OI at 218 million based on the position volume (OI), with the average value of the derived FDV approximately 800 million.

👉 Conclusion: The reasonable FDV range for GRVT is between 800 million and 2.7 billion.

🧵(2/4) Data Fundamentals

The OI of GRVT has increased 5 times in the past month (from 42 million to 218 million). Funds are flowing in rapidly. At this growth rate, its valuation logic will quickly converge from Model B (800 million) to Model A (2.7 billion).

🧵(3/4) What is the current odds?

Even if we calculate based on the most conservative lower limit valuation (FDV 800 million): 👉 GRVT Season 2 1 point ≈ $37

So what is the cost of scoring for the majority of the troops at the moment? 👉 The cost is only between $5 - $7 .

🧵(4/4) Summary cost $5-7, conservative return $37. This is a space of 5-7 times.

In the current market, there are not many visible profit-loss ratio opportunities left. Don't wait until tokens are issued to regret.

Those who haven't boarded, hurry up 👉
#grvt @Galxe #starboard