Compound Capital Partners is an open-ended fund, providing access to the digital asset class through its approach in stablecoin & delta-neutral yield farming
Mar 8, 2022 • 8 tweets • 2 min read
[METIS ECO] Given its growing TVL & recent developments, DeFi participants have been exploring opportunities in the $METIS ecosystem. $METIS currently ranks #3 in TVL among the ETH L2’s with a current TVL of $437M as of time of writing.
$METIS is an ETH L2 optimistic rollup enabling fast transactions, low gas fees, and ETH’s decentralization and security. Transactions are literally instant – go try it out for yourself!
Feb 23, 2022 • 12 tweets • 4 min read
[BULL CASE] After releasing our base case indicative valuation for $SOLID, we have received numerous responses requesting for the bull case valuation. Based on our preliminary analysis, we project an initial Mcap of $375M - $527M.
With the launch of $SOLID, the $FTM ecosystem would be at the forefront of DeFi innovations. $SOLID tokenomics are designed specifically for protocols and is expected to serve as the liquidity hub for existing and new projects looking to list their tokens...
Feb 22, 2022 • 10 tweets • 4 min read
[VALUATION] Although there are several moving parts and unknowns, our preliminary analysis gives an initial fair value (Mcap) of $SOLID between $68M-$90M
P/E multiple measures a protocol’s Mcap based on its earnings power. The low estimate uses the P/E of the Crypto-Native AMMs of 17.2x and high of 23.3x (+25% premium to Listed Exchanges). This gives $SOLID an initial Mcap range of $69M to $93M
