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![UAEsoltrading Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1177644283563782150.png) SolTrades101 [@UAEsoltrading](/creator/twitter/UAEsoltrading) on x 25.3K followers
Created: 2025-07-13 16:01:25 UTC

Raw analysis for $INFYR

🚨 Estimating Fair Valuation for (AI Infra Project)
Based on comps, revenue, and stage:

✅ Comparable Valuations:
• Runpod: ~$100M
• ~$50M
• Replicate: ~$350M
• ~$1.25B
• DigitalOcean/Cloudflare: 5–20x revenue multiples

✅ Infyr Revenue Reality:
• $500–$22K from LUMO deal
• Estimated current revenue: $50K–$500K yearly
• Needs 100+ similar partnerships to scale

✅ Stage & Risk:
• Very early-stage
• High competition, low revenue
• One partnership live (as we know so far)

✅ Fair Valuation Estimates:
• 🟠 Conservative: $1M–$5M (tiny rev, 10–20x)
• 🟡 Moderate: $10M–$25M (10–20 deals, $500K–$2M rev)
• 🟢 Optimistic: $50M–$100M (mass scaling, $5M+ rev)
• 🔴 Crypto Premium: $100M+ = hype, not justified

✅ Final Verdict:
🎯 Fair market cap = $5M–$15M
🧠 Based on early traction, real use case, but tiny revenue and strong competition.

Anything above $25M = pure speculation unless growth explodes.

⸻

Dm me if you have any findings or know more info 

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XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944426950250074159/c:line.svg)

**Related Topics**
[$lumo](/topic/$lumo)
[$22k](/topic/$22k)
[$125b](/topic/$125b)
[$350m](/topic/$350m)
[$50m](/topic/$50m)
[$100m](/topic/$100m)
[infra](/topic/infra)
[coins ai](/topic/coins-ai)

[Post Link](https://x.com/UAEsoltrading/status/1944426950250074159)