Discover and read the best of Twitter Threads about #Delphi_Digital
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$MPL Long: a deep dive into this gem 🧵
In addition to the math checking out (50x upside), its a great example of
🔹Blockchain delivering a better product vs legacy solutions
🔹Product market fit: real business with real world use cases and real cash flow
@maplefinance /1
In addition to the math checking out (50x upside), its a great example of
🔹Blockchain delivering a better product vs legacy solutions
🔹Product market fit: real business with real world use cases and real cash flow
@maplefinance /1
Others have done good writeups on an overview of the business and how it works:
@fat_mac2, @0xScolio, @LoganJastremski, @PalmerBTIG, #Delphi_Digital, @BanklessHQ, @TheDefiant, @Blockworks_
I hope to build on that by overlaying a reformed TradFi analyst’s investor framework🧑💼/2
@fat_mac2, @0xScolio, @LoganJastremski, @PalmerBTIG, #Delphi_Digital, @BanklessHQ, @TheDefiant, @Blockworks_
I hope to build on that by overlaying a reformed TradFi analyst’s investor framework🧑💼/2
Investment Setup:
🔹$50/token x 5mm circulating shares = $250mm market cap
🔹Valuation = 25x run-rate revenue
🔹Revenue +75% Q/Q or >10x annualized pace
⬆️Upside: 2-3x near-term to $165, and 50x long-term potential to $2500+
🔻Downside: 50% to $23 /3
🔹$50/token x 5mm circulating shares = $250mm market cap
🔹Valuation = 25x run-rate revenue
🔹Revenue +75% Q/Q or >10x annualized pace
⬆️Upside: 2-3x near-term to $165, and 50x long-term potential to $2500+
🔻Downside: 50% to $23 /3
