Ramzan (@kadirov) • Hey
LFG
Publications
- Even if you are eaten, you have at least two ways out
- I just voted "yes" on "Fantom Pool Windup" https://snapshot.org/#/stgdao.eth/proposal/0xe485f7c2bb4f7843d4ce353ae82f19dcf017e70e917bad28f70ff8b231b57deb #Snapshot
- It is my NFT 😂
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Wow, @stani.lens are you secretly following me? 🤣
- Trump is sharing his thoughts about cryptocurrency https://twitter.com/Web3Brainiac/status/1642544849814450178?s=20
- Arbitrum had proposed to assign 750 million $ARB tokens to their foundation, but the community rejected the proposal.
Despite the rejection, 50 million tokens have already been sold, as the vote was merely a ceremonial procedure. Not sure why they suddenly need to cover "admin expenses" now after years without having a token.
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- Gold or 💩?
- Have Lenster been working slowly last two day?
- https://www.renfieldmovie.com/videos/
- https://twitter.com/NFLALLDAY/status/1639059123961761793?s=20
- https://twitter.com/TechCrunch/status/1641133408242880513?s=20
- https://twitter.com/UnboundNationIO/status/1639307335523876865?s=20
- https://twitter.com/staderlabs_eth/status/1641130071862788099?s=20
- https://twitter.com/algodevs/status/1641129566591762454?s=20
- https://twitter.com/PolygonDaily/status/1641082747535130624?s=20
- So the thousand-year-old oak burns
- https://twitter.com/LensProtocol/status/1638981813904240640?s=20
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- https://twitter.com/adamscochran/status/1638974931873460253?s=20
- https://twitter.com/dydxfoundation/status/1638948098675187735?s=20
- https://twitter.com/SuiGlobal/status/1638978080218677248?s=20
- https://twitter.com/arbitrum/status/1638947628196188160?s=20
- https://twitter.com/arbitrum/status/1638889046964305922?s=20
- https://twitter.com/TechCrunch/status/1638982589666201600?s=20
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- 100K Crystals! https://go.pacer.gg/CNCiuFC1gxb
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- https://twitter.com/elonmusk/status/1637398266575740929?s=20
- https://twitter.com/0xOtw/status/1637370054835859456?s=20
- 100K Crystals! https://go.pacer.gg/CNCiuFC1gxb
- https://twitter.com/zacodil/status/1637412200406024193?s=20
- https://twitter.com/WOOnetwork/status/1637411189104971777?s=20
- https://twitter.com/SynFuturesDefi/status/1637413377839333376?s=20
- $ARB PRICE SCENARIOS 🦅🔵
Investor price* → Market Cap 85M - ARB $0.07
Pessimistic → Market Cap 360M - ARB $0.30
Moderate → Market Cap 780M - ARB $0.65
Optimistic → Market Cap 1.4B - ARB null.20
Ecstatic 🎉 → Market Cap 3.0B - ARB $2.50
@Arbitrum Thread 🧵 - Let's estimate 🧠
$ARB is launching in 6 days
Snapshot Date: Feb 6th 2023
Many active DeFi got this airdrop (12% of the total supply)
How much could $ARB be worth a few days after launch?
1/18
Arbitrum One is the biggest Ethereum Layer2 blockchain in the space, by TVL and market share
• Market share: 55%
• TVL: $3.7B
2/18
Today we will roughly try to estimate $ARB price valuation a few days after launch - after the dust settles. By using:
• Total & initial circulating supply
• Market Benchmarks
• Percentage airdropped
3/18
TOKENOMICS
• Team & Advisors: 26.94%
• Investors: 17.53%
• Treasury: 42.78%
• Airdrop to users: 11.62%
• Airdrop to Arbitrum DAOs: 1.13%
4/18
TOKEN SUPPLY
• Total supply: 10B tokens (10,000,000,000)
• Circulating supply on 1st day: roughly 1.2B (1,200,000,000)
~12% of total supply
User airdrop is immediately unlocked. It's safe to assume that Airdrop to Arbitrum DAOs will not enter the market right away
5/18
AIRDROP CRITERIA
• Conducting transactions during 2-9 distinct months
• Transaction frequency & interaction (4-100)
• Arbitrum Nova activity: 3-10 transactions
• Bridging to Arbitrum & Arbitrum Nova
• Transaction value: $10k-$250k
• Providing liquidity: $10k-$250k
6/18
🔗 Check your eligibility here: arbitrum.foundation
🚨 Careful with scam links, always get your link from @Arbitrum twitter
Now, let's try to make scenarios for $ARB's price 👇
7/18
FDV AND MARKET CAP MEANING
• Fully Diluted Valuation (FDV) = total supply * token price
• Market cap = circulating supply * token price
With $ARB numbers:
FDV = 10B * token price
Market cap = 1.2B * token price
Token price = ❓
8/18
SPECULATING INVESTOR'S PRICE
According to Crunchbase, Offchain Labs raised 120M.
Investors are getting ~17% of the token supply, which is around 1.7B tokens.
If they bought 1.7B tokens for $120M, then that's around $0.07 per ARB. Pure speculation 👀
9/18
The best benchmarks for $ARB are Optimism and Polygon, but we can also work with other chains. Let's compare:
• Polygon $MATIC
• Optimism $OP
• Fantom $FTM
• Solana $SOL
10/18
Optimism $OP - the 2nd biggest Ethereum L2
• TVL: $950 million (DefiLlama)
• FDV: $10.8 billion
• Market cap: $800 million
If $ARB had this FDV, its price would be ~null.08
11/18
Polygon $MATIC
• TVL: null.05 billion
• FDV: $11.8 billion
• Market cap: $10.7 billion
If $ARB had this FDV, its price would be ~null.18
12/18
Fantom $FTM
• TVL: $445 million
• FDV: null.4 billion
• Market cap: null.2 billion
If $ARB had this FDV, its price would be ~$0.14
13/18
Solana $SOL
• TVL: $245 million
• Market cap: $7.7 billion
• FDV: $10.9 billion
If $ARB had this FDV, its price would be ~null.09
14/18
Summarizing:
• $ARB with the FDV of $OP: null.08
• $ARB with the FDV of $MATIC: null.18
• $ARB with the FDV of $FTM: $0.14
• $ARB with the FDV of $SOL: null.09
15/18
If the market prices ARB at the same level as OP and MATIC (~10B FDV) then token price could be ~null.00
In contrast, for ARB price to be $3.00, its FDV needs to be 3 times the size of OP's.
Yes, Arbitrum has two times Optimism's TVL, but I don't know if that is enough.
16/18
PRICE SCENARIOS
Pessimistic → Market Cap 360M - ARB $0.30
Moderate → Market Cap 780M - ARB $0.65
Optimistic → Market Cap 1.4B - ARB null.20
Ecstatic 🎉 → Market Cap 3.0B - ARB $2.50
17/18
The first hours of trading will probably be a mess, so expect volatility.
These numbers are just a price iteration and comparison to what's already out there. I don't expect them to make sense the first day of trading.
18/18
LIQUIDITY
Remember Optimism partnered with Wintermute for liquidity on $OP launch; we should wait to see how Arbitrum does it. I think they will surely take care of initial liquidity.
At which price would you sell $ARB?
⚡️ Join me on Telegram for lightning-fast alpha notifications: https://t.me/OlimpioAlpha
👥 Also, lots of DeFi and Airdrop talk is going on inside Earndrop's server, join here: https://earndrop.io/discord
- https://twitter.com/zerohedge/status/1637088001489551360?s=20
- WOW https://twitter.com/adamscochran/status/1636470942615445504?s=20
- https://twitter.com/axelarcore/status/1636471348162887686?s=20
- https://twitter.com/adamscochran/status/1636458687471427610?s=20
- https://twitter.com/SummonPlatform/status/1635955327349800960?s=20
- https://twitter.com/bobanetwork/status/1636458842811949056?s=20
- https://twitter.com/MessariCrypto/status/1636418348249657346?s=20
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