에이겐 레이어는 어느덧 $2B 아래로 떨어짐.
총 펀딩 규모가 $235M 정도 되기에 아마 투자자 마지막 밸류에이션은 $2B 이상이거나 $2.5B 였을 것으로 생각.
이번에 이더 베타로써 그렇게 활약을 하지 못했는데, 만약 ETF에 들어간 ETH가 스테이킹에 활용되다는 소식이 나온다면 EIGEN이 관심을 갖게 되지 않을까 싶음.
이런 언더독 투자 좋지는 않은데 ㅋㅋㅋ 가끔 이런식으로 계산해보고 자리잡아 두면 좋은 성과가 나기에...과거 초거대밸류였다가 지금 많이 바닥친 이더베타들 찾아보는중.
$EIGEN is the most beaten-down among the Ethereum beta plays right now. Could this actually be an opportunity?
I usually estimate a project's pre-launch valuation as 10 times its total fundraising amount. Based on what I know, EigenLayer raised approximately $235 million, which suggests it was valued at around $2.35 billion prior to launch.
In contrast, $EIGEN's current market cap is below $400M, and its FDV is close to $2B. This means it’s trading below the valuation at which VCs invested.
If Eigen introduces token-related updates using the revenue generated from its business operations, it could mark a major turning point for the project.
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