[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@James_Duade](/creator/twitter/James_Duade) "Revenues are relatively small right now but expenses are mostly fixed and contract growth is highly scalable and can grow rapidly IMO. The revenue growth alone thus far likely doesnt warrant a $2B valuation but if you consider the potential of the assets and the likelihood of market capture and potential other contract launches (or Tech product potential) then $2B seems fairly reasonable IMO" [X Link](https://x.com/James_Duade/status/1979974696423547391) [@James_Duade](/creator/x/James_Duade) 2025-10-19T18:15Z 1298 followers, XXX engagements "My open source model for valuing Base Carbon $BCBNF. I'll be updating regularly Still trading at: XX% of WC XX% of Book Value XX% of NAV Base is likely to spit out $10-$40M in FCF annually through 2033 w/lots of low cap-ex growth potential after that" [X Link](https://x.com/James_Duade/status/1921998456039591970) [@James_Duade](/creator/x/James_Duade) 2025-05-12T18:38Z 1302 followers, 1335 engagements "Abaxx's ID++ DWN protocol just had a huge surge in weekly github downloads going from less than a XXX downloads a week on average to 1150 downloads this week Prior mini bumps in activity occurred last March and August but were only about 20-30% of this week's activity Given the potential news flow around FDT pilots this may be worth keeping an eye on IMO. 👇" [X Link](https://x.com/James_Duade/status/1980335302083301412) [@James_Duade](/creator/x/James_Duade) 2025-10-20T18:08Z 1303 followers, 2096 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@James_Duade
"Revenues are relatively small right now but expenses are mostly fixed and contract growth is highly scalable and can grow rapidly IMO. The revenue growth alone thus far likely doesnt warrant a $2B valuation but if you consider the potential of the assets and the likelihood of market capture and potential other contract launches (or Tech product potential) then $2B seems fairly reasonable IMO"
X Link @James_Duade 2025-10-19T18:15Z 1298 followers, XXX engagements
"My open source model for valuing Base Carbon $BCBNF. I'll be updating regularly Still trading at: XX% of WC XX% of Book Value XX% of NAV Base is likely to spit out $10-$40M in FCF annually through 2033 w/lots of low cap-ex growth potential after that"
X Link @James_Duade 2025-05-12T18:38Z 1302 followers, 1335 engagements
"Abaxx's ID++ DWN protocol just had a huge surge in weekly github downloads going from less than a XXX downloads a week on average to 1150 downloads this week Prior mini bumps in activity occurred last March and August but were only about 20-30% of this week's activity Given the potential news flow around FDT pilots this may be worth keeping an eye on IMO. 👇"
X Link @James_Duade 2025-10-20T18:08Z 1303 followers, 2096 engagements
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