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@jonbma Avatar @jonbma Jon Ma

Jon Ma posts on X about solana, token, open ai, $1b the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Followers: XXXXXX #

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Social Influence #

Social category influence stocks XXXXX% cryptocurrencies #334 technology brands XXXXX% finance XXXXX% exchanges XXXX% currencies XXXX%

Social topic influence solana #30, token 9.68%, open ai 9.68%, $1b #136, wall street #18, cloudflare 9.68%, $hood #561, $13b #21, $2b #53, sama XXXX%

Top accounts mentioned or mentioned by @meteoraag @sama @openai @apoo @cloudflare @artemis @stevenxi07 @0xevanarp @richpinky3 @dok2001 @mustardinterior @wr_crypto @joechalom @ethereumjoseph @layerzerocore @stargatefinance @tempo @fiddybps1 @paradex @castleislandvc

Top assets mentioned Solana (SOL) Cloudflare, Inc. (NET) Robinhood Markets, Inc. (HOOD) Metronome (MET) Coinbase Global, Inc. (COIN) USDC (USDC) PumpBTC (Governance token) (PUMP) Layerzero (ZRO) Helium (HNT) TRON (TRX) Wrapped BNB (WBNB) Tether (USDT) Polyhedra Network (ZKJ) BSquared Token (B2) OKZOO (AIOT)

Top Social Posts #

Top posts by engagements in the last XX hours

"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

"@apoo @sama @OpenAI @publiccomps or"
X Link @jonbma 2025-10-30T01:36Z 12.9K followers, XXX 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

"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

"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

"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

"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, 34.5K 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, 6221 engagements

"Robinhood is now on @artemis 👀 See $HOOD tokenized equities metrics 👇 cc @vladtenev"
X Link @jonbma 2025-10-31T16:28Z 13.1K followers, 4425 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

"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, 457.2K 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, 2703 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

"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