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![endowment_eddie Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1860093000673824768.png) Endowment Eddie [@endowment_eddie](/creator/twitter/endowment_eddie) on x 4169 followers
Created: 2025-07-18 14:44:44 UTC

Omada ($OMDA) and Mountain ($MNTN) are key for the 🦄 bell curve.

- Trade at $1-2B cap/in line with IPO
- $170-225M rev, dece growth (28-38%) 

Bar supposedly >$5B cap, at least $3-400 ARR to IPO. 

More 🦄 look like OMDA or MNTN than Figma. CEOs/GPs should be keeping tabs.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946219593321607265/c:line.svg)

**Related Topics**
[$5b](/topic/$5b)
[$170225m](/topic/$170225m)
[ipo](/topic/ipo)
[$12b](/topic/$12b)
[$mntn](/topic/$mntn)
[$omda](/topic/$omda)

[Post Link](https://x.com/endowment_eddie/status/1946219593321607265)