🧵 Alkimi vs The Trade Desk – Why the numbers are explosive 1️⃣ Everyone compares $ALKIMI to The Trade Desk ($TTD). On the surface, Alkimi looks “expensive.” But when you actually do the math, the upside is staggering 👇 2️⃣ The Trade Desk today: Market cap ≈ $26B Revenue ≈ $700M per quarter (~$2.8B/yr) P/S ratio ≈ 9.3x Alkimi today: Market cap ≈ $45M (FDV $153M) Revenue ≈ $160k per quarter (~$640k/yr) P/S ratio ≈ 70x (FDV ≈ 239x) 3️⃣ Yes — that’s a high P/S. But high multiples are normal for early-stage growth. Amazon, Tesla, Nvidia all traded at extreme valuations before revenue caught up. The key question: how fast can Alkimi scale revenue 4️⃣ Global digital ad spend = $790 BILLION per year. Alkimi’s business model takes a ~10% fee on Gross Ad Spend. So if Alkimi routes: $79M (0.01%) → $7.9M revenue $7.9B (1%) → $790M revenue 5️⃣ At $7.9M annual revenue (just 0.01% share): Alkimi’s P/S at $45M cap = ~5.7x That’s already cheaper than TTD today In other words: even a tiny sliver of market share flips the valuation narrative completely. 6️⃣ Now imagine Alkimi reaches its 2030 target: 1% of the market. That’s: $7.9B Gross Ad Spend $790M revenue annually At $790M rev: $45M cap = P/S 0.06x 🤯 FDV $153M = P/S 0.19x On par with TTD’s P/S (~9.3x) → Alkimi = $7.35B cap 7️⃣ And here’s what makes $ALKIMI unique: 100% of revenue is used for token buybacks. At $790M revenue → $790M annual buy pressure. That’s ~17x Alkimi’s current ENTIRE market cap… bought back every year. 8️⃣ This reflexive design means: More adoption → more revenue More revenue → more buybacks More buybacks → higher token demand Higher demand attracts more adoption A self-reinforcing flywheel. 9️⃣ Now let’s talk about cost savings. Legacy platforms charge up to 47% fees. Alkimi charges 5% on average and let's say AdFi takes another 5%. On a $10M ad budget, a brand saves $2.5M+ per year. That’s a huge incentive to shift spend on-chain. 🔟 Combine it all: A trillion-dollar industry ($790B) Massive inefficiencies (legacy fees up to 47%) 100% buybacks creating reflexive tokenomics Real adoption already (clients like Coca-Cola, Publicis, WPP, Kraken, Ripple, TikTok) 1️⃣1️⃣ TL;DR 🚀 Today, $ALKIMI looks “expensive” at 70x sales. But even 0.01% market share makes it cheaper than TTD. At 1% (2030 goal), it becomes a multi-billion-dollar buyback engine. This isn’t hype. It’s math. It’s adoption. It’s Alkimi. 💜🧪