Innlegg
币圈美股交易员
🚨 XRP EXCHANGE WITHDRAWALS REACH FIVE YEAR HIGHS
$AAVE — 2–3x
$UNI — 2–4x
$LDO — 1.5–3x
$PUMP — 1.5–2.5x
$AERO — 2–3x
$RAY — 2–3x
$CAKE — 1.5–2.5x
$JUP — 2–3x
$ONDO — 2–4x
$ETHFI — 2–3x
$CRV — 2–3x
Trailing twelve-month revenue multiples across the listed DEX, lending and liquid-staking protocols remain clustered between 1x and 9x.
That range sits well below prior-cycle peaks near 20–40x and below comparable traditional financial infrastructure valuations. TVL-to-market-cap ratios for several of the names continue to exceed those of peers that generate lower absolute fees, while RWA-linked assets show measurable institutional custody flows and tokenized product AUM growth without commensurate equity re-rating.
On-chain fee and volume data for the same set remain elevated relative to circulating market capitalizations.
Exchange net flows and protocol-level usage metrics indicate sustained real activity that has not yet been reflected in price. The gap between cash-flow generation and current multiples leaves the group mispriced on a pure fundamental basis.
Still adding only on weakness. Position size stays conservative.
Desk notes for reference only. Independent verification required. Not investment advice.
#XRP #Crypto #DeFi
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