We estimate that the number of DeFi assets with solid fundamentals is < 20.

The good news is that this number will rise to the hundreds (or even thousands) in one to two years.

By identifying them early, we can find fundamental gems.
• For example, $CVX made dollars per token since launch and rose to $50.
• $AERO, priced at $0.03, earned $0.22 per token in cash flow in the following years.

These assets exist, and we just need to analyze them quickly and make the right moves.
• Clear input data
• Revenue multipliers (not F/S, P/S, and all that legacy stuff).
• Growth models accounting for dilution.

A kind of a plan for Revenue Meta

https://x.com/valueverse_ai/status/2016792140224074022