Fluid price

Dolomite is one of the most anticipated token launches this quarter. @Dolomite_io's last funding round valuation was $60m (prior to their successful @berachain launch and achieving over $1 billion in TVL) and approximately 40.5% of tokens are circulating at launch (including veDOLO which is locked). If $DOLO were to open trading at this price it would have a $24.3M mcap. Now, let's take a look at some similar lending protocols and where they currently trade for a comparison and do some moon math: For context: - @aave has ~$18B TVL and $AAVE sits at $2.07B mcap / $2.2B FDV - @MorphoLabs has ~$2.6B TVL and $MORPHO sits at $212M mcap / $895M FDV - @compoundfinance has ~$2.15B TVL and $COMP sits at ~$363M mcap / $406M FDV - @0xfluid has ~$711M TVL and $FLUID sits at ~$155M mcap / $394M FDV - @eulerfinance has ~$691M TVL and $EUL sits at ~$141M mcap / $205M FDV Despite being valued significantly lower than less innovative competitors, @Dolomite_io stands out with an estimated launch mcap nearly 10x lower than comparable money markets—making it one of the most asymmetric opportunities right now. Some moon math: Unlike many legacy protocols that have stagnated, Dolomite brings fresh innovation to lending and capital efficiency with features others simply don’t offer: • Dynamic Collateral – continue staking, voting, claiming rewards, and participating in governance while borrowing against assets. • Smart Debt & Collateral – earn trading fees on both collateral and borrowed assets to offset borrow costs. • Unlimited isolated positions – build complex, risk-managed strategies without cross-contamination. • Modular architecture – rapidly ship new features and adapt to emerging DeFi trends (like Berachain’s PoL). Dolomite isn’t just a money market. It’s a fully-fledged DeFi platform—and at these valuations, I felt like it was necessary to drop some numbers. TLDR to the brainless apes who follow me: Dolomite’s superior tech stack and potentially low FDV/TVL ratio, extensive integrations, innovative features like Dynamic Collateral and Smart Debt, and co-founder @CoreyCaplan3's advisory role with @worldlibertyfi, I am personally very optimistic about this launch.

Can a wallet generate $20M in annual revenue with just 1% market share? And what would this mean for its native token? Here's the case for $WALLET. DeFi protocol tokens like $UNI or $FLUID derive intrinsic value primarily from fee capture and revenue share. The more protocol revenue directed to holders (via distributions or buybacks), the more valuable the token becomes. Wallets are no different: - They offer users infrastructure to interact with the blockchain: swaps, trades, transactions. - They charge small fees on top. - More users = more tx volume = more revenue. - Token holders can vote to distribute revenue or buy back/burn tokens—introducing deflation. Let’s plug in some numbers, using @ambirewallet as a real-world case. We will have a look at the built-in swaps as main revenue stream for Ambire. Uniswap handles $87B monthly volume. Assuming 60% of the volume is bot traffic (and bots don't use wallets) and assuming Ambire captures 1% of the remaining volume with a 0.5% fee: $87B × 0.4 × 0.01 × 0.005 = $1.74M monthly revenue = $20.8M annually Not to mention wallets can drive even more revenue through: - Bundler fees - App catalog visibility and revenue share What does this mean for $WALLET, Ambire's governance token? Today, all revenue flows into WalletDAO. But long-term, the goal is alignment: if Ambire wins, its holders and supporters should too. Governance could direct revenue to: - Distribute to $WALLET holders - Buy back and burn $WALLET from the market Revenue-backed tokens aren’t hype—they’re utility with yield potential. $WALLET might just be one of them.