Yesterday, the @AK_EtherMachine at @TheEtherMachine announced $1.5B DAT for the company in the US Stock market.
I know most of my audience focuses on @TON_Blockchain and @Telegram, and since we are not well-known outside of the $TON world, what does $1.5B mean?
It's 18.5% of the current market cap of TONcoin.
"Dude, wake up!"
This means: if you just bought $TON three years ago (like me), your ROI will be much lower than the market beta (aka $BTC or $ETH).
Why? The short answer is the overselling by whales or early investors. But I also think the ecosystem projects lack enough confidence in "market cap management," which leads to an insufficient "positive" cycle or flywheel effect.
Of course, this is all in hindsight; if you started buying +888 NFT phone numbers two and a half years ago, your ROI would be approximately $40 -> $2,600.
It's 65x in 2.5 years.
This is also why I am very optimistic about the gift market -- because it is a new independent ecosystem that relies on @telegram's social attributes.
Comparison table with other $ETH DAT:
Nice works, @fabdarice
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