Sui @MMTFinance TVL을 기준으로 FDV를 예상해봤는데, 같은 디파이 섹터인 해달 프로젝트에 이를 적용해봤습니다. Haedal: TVL 177M -> FDV 137.89M 보수적 기준 (1:2) 보다 낮은 수치네요. 해달 저점인가? Momentum MMT CLMM ve(3,3)
Sui @MMTFinance TVL로 알아보는 예상 FDV TVL $153.69m DeFi 프로젝트 평균 TVL 대비 FDV 비율 (TVL:FDV Ratio) 보수적 기준 (1:2) → FDV 약 $300M 중간 수준 (1:3~1:5) → FDV 약 $450M ~ $750M 낙관적 / 상위 DeFi 수준 (1:7~1:10) → FDV 약 $1B ~ $1.5B 실제 적용 예시 Velodrome (Optimism) TVL 대비 FDV 약 4~5배 Pendle 초기엔 1:1~2 수준 → 현재는 1:10 이상
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