@ValterShmit
Account based inNetherlands!
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Целеустремленный
Turkey
Joined December 2021
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Valter retweeted
$AVAX ŞU ANDA $10.66
Piyasa değeri: $4.72 MİLYAR $
24 saatlik hacim: $601 MİLYON $
Peki $AVAX;
$20 olursa ne olur?
$25 olursa?
$50 olursa?
Asıl bakılması gereken yer FİYAT DEĞİL, MARKET CAP. 👇
Bugünkü yaklaşık 443 milyon dolaşımdaki $AVAX üzerinden hesapladım:
🔺 $20 $AVAX
💰 $8.86B market cap
🔺 $25 $AVAX
💰 $11.08B market cap
🔺 $50 $AVAX
💰 $22.15B market cap
Yani bugünkü $4.72B değerlemeden:
$20 → 1.88X
$25 → 2.35X
$50 → 4.69X
gerekiyor.
Şimdi daha ilginç yere gelelim.
$AVAX daha önce $20’yi gördüğünde market cap yaklaşık $7.4–7.5B seviyesindeydi.
28 Kasım 2023:
$20.65 $AVAX
$7.54B market cap.
25 Haziran 2024:
$25.40 $AVAX
$10.00B market cap.
25 Aralık 2024:
$40.25 $AVAX
$16.50B market cap.
Yani geçmiş bize çok önemli bir şey gösteriyor:
AVAX’ın fiyatı yükselirken sadece fiyatı değil, gereken market cap de dolaşımdaki arz nedeniyle değişiyor.
Bugün $25 için yaklaşık $11B gerekiyor.
$50 için ise yaklaşık $22B gerekiyor.
Peki bu para nereden gelecek?
İşte asıl hikâye burada başlıyor. 👇
🏦 RWA & tokenizasyon
🇰🇷 Güney Kore’deki finansal tokenizasyon çalışmaları
🌎 Kurumsal blockchain kullanımı
💵 Stablecoin likiditesi
⛓️ $Avalanche L1 ekosistemi
📈 DeFi TVL ve işlem hacmi
🔥 İşlem ücretlerinin yakılması
💰 ETF / kurumsal sermaye
🚀 Ve tabii ki genel altcoin boğası
Bunların birkaçının aynı anda gerçekleşmesi gerekiyor.
Çünkü $50 $AVAX demek:
💰 $22 milyarlık market cap
demek.
Bu bugünkü değerin yaklaşık 4.7 katı.
Bir de arz tarafını hesaba katmak gerekiyor.
AVAX’ın maksimum arzı 720M.
Staking ödülleri yeni $AVAX üretirken işlem ücretleri yakılıyor.
Ayrıca token unlockları devam ediyor.
Dolayısıyla gerçek denklem:
Talep artışı > yeni arz + satış baskısı
olmak zorunda.
Benim için AVAX’ta asıl takip edeceğim şey artık sadece fiyat değil:
📌 RWA holder sayısı
📌 Tokenize edilen varlıkların büyüklüğü
📌 Avalanche L1 aktivitesi
📌 Stablecoin arzı
📌 TVL
📌 Günlük işlem hacmi
📌 $AVAX yakımı
📌 ETF/kurumsal para girişleri
📌 Token unlockları
Çünkü AVAX’ın $20 olması başka,
$25 olması başka,
$50 olması bambaşka bir sermaye hikâyesi.
$20 için ~$8.9B
$25 için ~$11.1B
$50 için ~$22.2B
market cap gerekiyor.
Ve bence asıl soru şu:
$Avalanche ekosistemi önümüzdeki dönemde bu büyüklükte bir sermayeyi hak edecek kadar gerçek kullanım üretebilecek mi?
Benim özellikle takip ettiğim ana hikâye:
RWA + kurumsal tokenizasyon + $Avalanche L1 + stablecoin likiditesi.
Eğer bu hikâye gerçekten büyürse, market cap tarafındaki rakamları yeniden konuşmaya başlarız. 🔺
$AVAX #AVAX #Avalanche #RWA #Crypto #Kripto #Altcoin #DeFi #Tokenization #Web3
Valter retweeted
Avalanche 完成 Helicon 升级，C-Chain 更快，AVAX 发行进一步收紧
Avalanche @avax 刚刚完成 Helicon 升级，这是 Avalanche 近年来最重要的一次网络升级之一，同时也为后续更大规模的架构升级打下基础 Helicon 最核心的变化之一，是引入连续执行机制，将共识与执行进一步解耦，提升 C-Chain 的执行效率与网络响应速度
与此同时 Avalanche 也对质押机制进行了调整，新增质押自动续期，并将主网验证者的最短质押周期从原来的 14 天缩短至 48 小时，让验证者的资金安排更加灵活
avalanche-2:native 的经济模型也同步调整。Helicon 将验证者获得质押奖励所需的在线率门槛从 80% 提高至 90%，低于这一水平将无法获得当期验证奖励。同时通过 ACP-285 调整质押奖励曲线，将最低奖励消耗率从 10% 下调至 7.5% 并在升级后的 90 天内进行线性下降
Valter retweeted
🚨 BREAKING: $NEAR IS HEADING TO WALL STREET
Bitwise’s NEAR ETF has been approved to list on NYSE Arca under the ticker $NRR. 🔥
Bitwise also sees major upside for NEAR, with a $155 base-case target and a massive $562 bull-case target.
Institutional exposure to $NEAR is officially entering a new chapter. 👀
Valter retweeted
The @Bitwise team are out there working very hard for our near:native bags but you rather be sidelined and salty because “muh they need to charge fee and they need dumb people to buy for it”
Ngmi
Valter retweeted
Six months ago we published our first NEAR report with @TheTieIO, built bottom-up from real fee data. With lots of momentum around NEAR's growth, I'm taking a quick look back at the report's key ideas, and what's transpired in the time since it published.
We said @near_intents was real economic activity worth modeling, $14B in volume in its first 14 months. Now it’s $32B+, and its first $300M day last week.
We said the Feb fee switch would turn every swap into demand for NEAR. Since then: fees have passed $50M, roughly double the $25M in our report.
We said the market was valuing NEAR like any other L1 and missing the revenue flowing through Intents. Since then, the market has started to reprice it.
We said a US ETF would open NEAR to traditional investors. Since then, Bitwise's NEAR ETF was just cleared to list (today).
The supply side is still catching up. near:native's repricing pushed the threshold higher, so volume has more ground to cover than it did in March.
An area I think we were most conservative is AI. Intents proved that NEAR's economics live in coordination between users, solvers and chains. Agents are the next wave of that coordination. Every agent paying for private inference, settling a trade or renting compute on NEAR creates demand we didn’t model. That’s coming next…
For a peek back at the report, here’s the link.
svrn.net/research/near-proto…
Valter retweeted
What a Summit! Grateful for our partners, team, and community for making it so memorable and impactful!
We’re just getting started, time to bring the world onchain. Onwards 🔺
Valter retweeted
BREAKING: SIX D1 COLLEGE ATHLETIC PROGRAMS ADOPT AVALANCHE TECH
Michigan, Nevada, Baylor, Memphis, Penn State, and LSU are now using Avalanche technology to enhance the fan experience.
$AVAX
Valter retweeted
Everything you actually do with money, in one confidential account.
- Swap 180+ assets across 30 chains
- Perps powered by @HyperliquidX
- Buy, hold and sell stocks, bonds and precious metals powered by @Ondo
- Earn on your stables and spend straight from the balance, powered by @gauntlet_xyz and @628Labs on @talerfinance
- Deposit, withdraw, send and pay anything with any assets
Confidential by default on near.com
Valter retweeted
🛟 Real support will never ask for your seed phrase or private key.
Not in a DM.
Not in a form.
Not “just to verify.”
If someone asks for it, they are trying to take control of your wallet.
Valter retweeted
🤝 Early Premium supporters keep their original terms.
Joined Premium before the update? NEAR Mobile honors that commitment for as long as you keep Premium.
Supporting early should count for something.
Valter retweeted
👏 Nice milestone from @rhea_finance: 40% of circulating $RHEA is now staked.
⚙️ Earning yield, paying gas, and backing collateral from one position is real utility, not a farming loop.
🔑 You can connect to Rhea straight from NEAR Mobile, where your keys stay yours.
40% of the circulating $RHEA supply is now staked.
Community trust have pushed RHEA to a milestone: nearly half the circulating supply locked, earning yield, and usable as collateral — all at once.
Current $RHEA / $xRHEA utility:
> Earn 6% APY in $RHEA by holding $xRHEA
> $xRHEA used to pay gas fees
> $xRHEA as collateral assets
Here's what's driving it 🧵
Valter retweeted
🔒 Private Bitcoin payments are a genuinely hard problem.
🧠 NEAR has a habit of getting there early, and confidentiality is the latest example.
👏 Good to see the ecosystem pushing the frontier instead of following it.
