"Uncle has become a big fan of @Surf_Copilot"
Just as it estimated the "reasonable valuation of Linea", Surf spent 5 minutes and 20 seconds searching 382 sources of information, with a total of 67 reasoning steps. Let's look at the results:
🔴 Conservative Valuation: $800M FDV (Single Coin Price $0.011)
🟠 Neutral Valuation: $1.2B FDV (Price $0.017)
🟢 Optimistic Valuation: $1.5B FDV (Single Currency Price: $0.021/)
👉 Valuation method logic
1️⃣ TVL multiple method
- Industry Benchmark: A healthy TVL/FDV ratio of 0.1-0.3
- Linea App: TVL $163.45M × (3.3-10 times) = $540M - $1.64B FDV
- Conservative Estimate: Consider the development stage, take 6-9 times = $980M - $1.47B
2️⃣ Comparison of trading activity
- Relative Valuation: Linea trading volume is about 1% of Arbitrum's, but user activity is higher, adjusted valuation: Arbitrum FDV ($3.69B) × 0.25-0.4 = $922M - $1.48B
3️⃣ Ecological development stage
- Growth period discount: 30-50% discount compared to mature L2
-Reference zkSync: Similar development stage, FDV $1.08B
-Linea positioning: Stronger ecological foundation, valuation should be higher than zkSync 20-40% = $1.3B - $1.5B
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