$FF Valuation Analysis Part One: Static Analysis Recently, @FalconStable has been very popular, and there are various versions of the valuation for $FF, ranging from $1B to $10B. Personal Opinion Buy at $1B, accumulate below $2B, reduce holdings above $4B, and exit at $6B. This does not constitute investment advice, but rather presents an analytical perspective. Specific Analysis Below 👇 Valuation Upper Limit: $ENA Launch Situation Adjustment The initial circulation ratio of $FF is 23.4%, which is honestly quite high and will have an adverse impact on the total market cap. The FDV of $ENA reached $20B in the first week of its launch, partly because it is the absolute leader in the new Delta-Neutral stablecoin sector, and partly because the circulation ratio at the time of $ENA's TGE was only 9.5%. Assuming $FF has the same circulation market cap as $ENA at TGE, the total market cap upper limit would be around $8B. Considering that the stablecoin sector is already quite crowded,...
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