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![RobLentz Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::409559722.png) Rob Lentz 🇨🇦 [@RobLentz](/creator/twitter/RobLentz) on x 1145 followers
Created: 2025-07-16 05:20:38 UTC

I’ve been crunching numbers with @grok on $DEFT and here’s our take for 2027—super pumped about this!  

Base Case: $XX USD (6x growth, $700-800M revenue)  
  - KDX Phase X kicking off (Q3 2025) with tokenized assets—thinking $100-300M from Kenya alone!  
  - XX ETPs rolling out in UAE, Africa, Asia via that slick Dubai office—could pull $50-100M. They’re on track for XXX ETPs by 2025 end!  
  - CoreFi staking (BTC/CORE) mimicking MicroStrategy vibes—$100-200M upside. Plus, they’re the MicroStrategy of Solana with SolFi!  

Bull Case: $40-60 USD (12-18x growth, $1B revenue)  
  - Singapore ETPs on AsiaNext tapping that $4T APAC market—$30-70M if it pops off!  
  - Dubai hitting XXX ETPs with Gulf money flowing—$100-200M potential, boosted by their XXX ETP goal!  
  - KDX dominating Africa with 1-2% market share—$300-500M if it crushes it!  
  - RWA stablecoin with Firelabs adding huge potential!  

What do you think—am I on the right track? Or am I still too conservative? Love to hear from the team!  

@DeFiTechGlobal @ValourFunds  
@CSchlauf @Russ_N_Starr  
@ericjackson @geokoutalidis  
@bestlifeeverbro @etiennecol


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945352855080354072/c:line.svg)

**Related Topics**
[$50100m](/topic/$50100m)
[dubai](/topic/dubai)
[asia](/topic/asia)
[uae](/topic/uae)
[kenya](/topic/kenya)
[$100300m](/topic/$100300m)
[tokenized](/topic/tokenized)
[kdx](/topic/kdx)

[Post Link](https://x.com/RobLentz/status/1945352855080354072)