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@jonbma "Metrics that matter for @MeteoraAG on TGE day X. Meteora daily volume: $633m +13% MoM 👉Most volume from Dynamic Liquidity Market Make X. Meteora daily fees: $4.5M +309% MoM 👉Most fees comes from LPs X. Meteora daily revenue: $579k +366% MoM 👉Annualized revenue is $170m+ Congrats $MET on TGE day at $556m FDV cc @0xevanarp"
X Link @jonbma 2025-10-23T18:36Z 13.1K followers, 21.1K engagements

"Meteora $MET is a top XX token by annualized revenue at $120M/year Congrats @0xSoju @0xevanarp and @MeteoraAG team"
X Link @jonbma 2025-10-24T02:23Z 13.1K followers, 34.6K engagements

"Tokenized equities is the coolest real use case of crypto for me. Allowing anyone globally to invest in the best companies and projects is a dream come true for someone who loves investing. Get the best teardown on tokenized equity wars 👇"
X Link @jonbma 2025-10-31T13:56Z 13.1K followers, 6227 engagements

"Titan Exchange went from $0M to $1B+ weekly volume after launching in Q1'25. Insane how quickly S-tier teams can scale an onchain business in a short period of time. Congrats @Titan_Exchange @timahhl"
X Link @jonbma 2025-10-21T19:34Z 13.1K followers, 25.5K engagements

"Can confirm: @MeteoraAG is one of the top fee generating protocols at $4.4M daily fees. Happy TGE day $MET team"
X Link @jonbma 2025-10-22T19:15Z 13.1K followers, 32.4K engagements

"Paradex grew from $200M to $10B+ perp weekly volume in X year. That's 50x YoY growth and now #5 leading perp. Winning share with no fees no spread and privacy. Congrats @fiddybps1 for scaling @paradex so fast"
X Link @jonbma 2025-10-23T21:39Z 13.1K followers, 18.5K engagements

"Robinhood is now on @artemis 👀 See $HOOD tokenized equities metrics 👇 cc @vladtenev"
X Link @jonbma 2025-10-31T16:28Z 13.1K followers, 4465 engagements

"Solana will trade like oil & gas until Wall Street values blockchains using fundamentals Solana can become VERY profitable networks as finance moves onchain -- tokenization is projected to grow from $600B to $9T in 2030. Here's a model I built out for Solana with key drivers: - Asset Under Manage (TVL) as a % of Tokenization - Global Transfer Volume as a Velocity Multiple on AUM - Revenue as a % of Global Transfer Volume - Inflation Rate If you believe $SOL will X. Take X% of Tokenization markets in 2030 in AUM X. The amount of AUM that moves per year is 55.6x (1/3rd of what it is today) 3."
X Link @jonbma 2025-10-31T19:41Z 13.1K followers, 482.9K engagements

"Circle is now $74B enterprise value. Circle is now more valuable than Robinhood ($68B) Nubank ($59B) Block ($38B) and just $4B shy of Coinbase ($78B). Circle now trades at: - 32x revenue - 80x gross profit - 152x EBITDA - 285x earnings In comparison USDC is $60B of marketcap growing XX% YoY. We'll soon be able to estimate Q2'25 Circle numbers based on onchain stablecoin supply"
X Link @jonbma 2025-06-23T15:17Z 13.1K followers, 414.1K engagements

"Wild Pump trades at 2.5x revenue and is still $490m $PUMP token buybacks. Peak multiple was 4.1x revenue. Key metrics are trending down but Pump is still a massive juggernaut in Solana"
X Link @jonbma 2025-10-17T13:25Z 13.1K followers, 17.2K engagements

"@LayerZero_Core does $1M monthly fees as the leading interop protocol. That's $12m+ annualized fees and at $185M circ. marketcap implies 15x circ MC/fees. Core Drivers: - After acquiring @StargateFinance LayerZero now can monetize both swaps + bridge volume on Stargate - Recently partnered up with @tempo to help power interop which benefits as stablecoins proliferate - Top Bridges Debridge Stargate and USDT0 leverage @StargateFinance @LayerZero_Core"
X Link @jonbma 2025-10-22T19:47Z 13.1K followers, 8166 engagements

"Stablecoin Payments are now $118B run rate +137% YoY Brought you by the GOATs of stablecoins @artemis Get the full download 👇"
X Link @jonbma 2025-10-24T14:13Z 13.1K followers, 12.2K engagements

"Helium Fundamentals and Valuation Multiples.make sense compared to Web2 Comps At $20M+ run rate revenue $HNT trades for 15x MC and 17.9x FDMC. The multiples for @helium trade in a reasonable multiple band compared to web2 comps -- high growth SaaS trades at 14x. Helium one can also model out easier than DeFi as number of sub + ARPU can model out in a 3-5 year time frame. DePin / Protocol Revenue comps will Web2 Tech Revenue multiples overtime as tokens become equity. The best tokens with the best fundamentals will outperform equity peer group"
X Link @jonbma 2025-10-28T15:05Z 13.1K followers, 13.2K engagements

"Hey EV3 Sal big fan of your work. I was thinking since Helium adds mobile subs on the demand side on recurring plans and the subs burn data credit business model felt akin to consumer SaaS or a price per usage (API biz almost like Twilio). So high growth software business that have a mixture of recurring software or usage based pricing felt like the best set of comps. Curious your take"
X Link @jonbma 2025-10-29T01:23Z 13.1K followers, XXX engagements

"OpenAI will be the #1 fastest growing public SaaS co $13B ARR + XXX% YoY $1B of enterprise value 76.9x EV/ARR (Palantir trades at 110.6x 🤷) XX% rule of XX revenue growth + LTM FCF (#3) -XX% net income margins (estimate -$5B of burn in '25) Congrats @sama and @OpenAI $OPENAI"
X Link @jonbma 2025-10-30T00:06Z 13.1K followers, 10.4K engagements

"@StevenXi07 @sama @OpenAI Sorry typo wasnt used to putting $1T. The value is correct"
X Link @jonbma 2025-10-30T18:07Z 13.1K followers, XX engagements

"Tron is primarily a stablecoin chain. Majority of (labeled) onchain activity are: X. Peer to Peer Transfers using USDT X. Stablecoin. This is very different from other chains like @base @solana @BNBCHAIN where application activity is a lot more wide ranging. $TRX"
X Link @jonbma 2025-10-30T19:05Z 13.1K followers, 1064 engagements

"DFlow went from $0M to $2B+ weekly volume after launching in Q2'25. With 100k+ DAU Dflow is another example of how quickly the best teams can go from $X - $1B in X year. Congrats @DFlowProtocol @niteshnath @danjablonski_"
X Link @jonbma 2025-10-22T21:54Z 13.1K followers, 83.4K engagements

"@richpinky3 @Cloudflare Thank you @richpinky3"
X Link @jonbma 2025-10-31T21:35Z 13.1K followers, XX engagements

"@dok2001 @Cloudflare Thank you Dane Will do"
X Link @jonbma 2025-11-01T01:19Z 13.1K followers, XX engagements

"Pancake Swap rapidly growing share to XX% of Spot DEX Volume Memecoin season on BNB Top Tokens Traded: X. Tether USD ($USDT) X. Wrapped BNB ($WBNB) X. Polyhedra Network ($ZKJ) X. BSquared Token ($B2) X. OKZOO ($AIOT)"
X Link @jonbma 2025-05-20T14:00Z 13.1K followers, 1370 engagements

"Solana will trade like oil & gas until Wall Street values blockchains using fundamentals Solana can become VERY profitable networks as finance moves onchain -- tokenization is projected to grow from $600B to $9T in 2030. Here's a model I built out for Solana with key drivers: - Asset Under Manage (TVL) as a % of Tokenization - Global Transfer Volume as a Velocity Multiple on AUM - Revenue as a % of Global Transfer Volume - Inflation Rate If you believe $SOL will X. Take X% of TradFi markets in 2030 in AUM X. The amount of AUM that moves per year is 55.6x (1/3rd of what it is today) X. Revenue"
X Link @jonbma 2025-10-31T19:16Z 13.1K followers, XXX engagements

"We would love to chat with someone at @Cloudflare about NET Dollar to include in our next stablecoin report Who should we chat with"
X Link @jonbma 2025-10-31T21:12Z 13.1K followers, 2713 engagements

"Wall Street will focus instead on Total Economic Activity: stablecoin transfer volume + DEX volume + NFT volume + real volume that happens on blockchains + app fees + L1 fees. @Broderick__B @0xbeamish built out this more comprehensive money movement / transfer volume metric that is a better predictor of price:"
X Link @jonbma 2025-11-02T17:56Z 13.1K followers, XXX engagements