[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.]  Samet Ulucay [@sametulutea](/creator/twitter/sametulutea) on x 29.2K followers Created: 2025-07-12 11:58:25 UTC While $BTC is in price discovery it's better to look closer to altcoins to notice opportunities backed by data. I started to use Llama+ and probably you'll see these kind of comparisons from me in the next days/weeks. $SUI vs $SEI TVL: $2.67b / $0.73b = 3.7x Fees (90D) = $48.24m / $7.67m = 6.3x Revenue (90D): $14.18m / $1.59m = 8.9x Market cap = $11.92b / $1.84b = 6.5x ✨ Seems like fees ratio gives a good insight about market cap ratio. Sei was undervalued for the last 2-3 months, but now it seems reached a good ratio with Sui. It will be better to compare chains & protocols, different ratios (TVL/market cap & stablecoin inflows / market cap etc.). I plan to share similar graphs to notice undervalued protocols, chains, and maybe airdrop opportunities.  XXXXX engagements  **Related Topics** [sei](/topic/sei) [sui](/topic/sui) [$184b](/topic/$184b) [$1192b](/topic/$1192b) [market cap](/topic/market-cap) [$159m](/topic/$159m) [$1418m](/topic/$1418m) [$767m](/topic/$767m) [Post Link](https://x.com/sametulutea/status/1944003412040802713)
[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.]
Samet Ulucay @sametulutea on x 29.2K followers
Created: 2025-07-12 11:58:25 UTC
While $BTC is in price discovery it's better to look closer to altcoins to notice opportunities backed by data.
I started to use Llama+ and probably you'll see these kind of comparisons from me in the next days/weeks.
$SUI vs $SEI TVL: $2.67b / $0.73b = 3.7x Fees (90D) = $48.24m / $7.67m = 6.3x Revenue (90D): $14.18m / $1.59m = 8.9x Market cap = $11.92b / $1.84b = 6.5x
✨ Seems like fees ratio gives a good insight about market cap ratio.
Sei was undervalued for the last 2-3 months, but now it seems reached a good ratio with Sui.
It will be better to compare chains & protocols, different ratios (TVL/market cap & stablecoin inflows / market cap etc.).
I plan to share similar graphs to notice undervalued protocols, chains, and maybe airdrop opportunities.
XXXXX engagements
Related Topics sei sui $184b $1192b market cap $159m $1418m $767m
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