「叔已经成为 @Surf_Copilot 的铁粉了」
刚要它估算了一下「Linea合理估值」,Surf花了5分20秒,搜索了382个信息来源,一共67个推理步骤。我们看看结果:
🔴保守估值: $800M FDV (单币价格$0.011)
🟠中性估值: $1.2B FDV (单币价格$0.017)
🟢乐观估值: $1.5B FDV (单币价格$0.021/)
👉估值方法逻辑
1️⃣TVL倍数法
- 行业基准: 健康的TVL/FDV比率为0.1-0.3
- Linea应用: TVL $163.45M × (3.3-10倍) = $540M - $1.64B FDV
- 保守估计: 考虑发展阶段,取6-9倍 = $980M - $1.47B
2️⃣交易活跃度对比
-相对估值: Linea交易量约为Arbitrum的1%,但用户活跃度更高,调整后估值: Arbitrum FDV($3.69B) × 0.25-0.4 = $922M - $1.48B
3️⃣生态发展阶段
-成长期折价: 相比成熟L2应有30-50%折价
-参考zkSync: 类似发展阶段,FDV $1.08B
-Linea定位: 更强生态基础,估值应高于zkSync 20-40% = $1.3B - $1.5B

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