A bit of background to my $IBRL thesis, caught it at 30M MC. The @gavelxyz team has been quietly building MEV-resistant infrastructure for over a year, even before Solana’s pivot to tokenized equities and real-world assets (RWAs). The last token Toly shilled $GRIFFIAN went to $600M. Backed by @ellipsis_labs (of Phoenix & Atlas fame) and supported by Solana founder @aeyakovenko himself, I’ve rotated into $IBRL. I see it as the project with the clearest product-market fit for Solana’s next evolution. If $GRIFFIAN went to $600M, I don’t see why $IBRL with real tech and narrative alignment, can’t easily double that. To give you context about the scale and potential of $IBRL: • It’s the native token of @gavelxyz, Solana’s first anti-sandwich AMM that fixes a core DeFi flaw. • Built using slot window logic and asymmetric price enforcement to prevent MEV, it makes sandwich attacks unprofitable by design. • Gavel is also Solana’s most serious project for a chain-native IPO & RWA launch platform, $IBRL is its stress test, and its flagship. Which means: every fair token launch on Solana in the future could end up routed through Gavel… and $IBRL is the first proof-of-concept. I believe this is the closest thing to a “Solana-native $STRK” moment, except with: • No VCs • Full public sale (30K $SOL raised) • Burn mechanics + liquidity bootstrapping • Massive KOL alignment (Toly, Cobie, Ansem, Hsaka all eyes-on) • And deep structural alignment with Solana’s “on-chain capital markets” vision The irony is that most are calling it “just a meme.” That’s exactly the camouflage you want in a stealth infra play. Here’s how I see it playing out: • $IBRL launched with a $2.25M FDV (based on $0.0075 presale) • 17K $SOL ($2.7M) is being deployed in a slow buyback and burn loop, creating constant upward pressure • Remaining 13K $SOL is paired for LP • Daily burn = ~0.01% of total supply, compounding every 6.5 minutes • After 7 days, initial LP is also removed and recycled into buybacks, massive deflation Smart money understands this so that’s why the early sell-offs are getting absorbed just as quickly. Some launch dynamics to consider along with market behavior: • Initial Market Cap: ~$2.25M • Burn Target (30 Days): ~50% of total supply • Toly’s Social Footprint: Hundreds of millions of impressions (and growing) • Gavel’s Role: Infrastructure layer for tokenized securities, real Solana narrative If $IBRL follows the arc of $Griffain or $LAUNCH (which hit $200M+ with no infra), I’m targeting: → $100M–$120M MC as the early valuation floor → Potential blowoff top towards $250M–$300M depending on how quickly the market prices in the burn dynamics + utility In short: $IBRL is the PoC for what Solana DeFi could look like post-MEV and if successful it will do much higher. Let’s run it. CA: ibRLJrmgVuZh3tdDpjGgU5CQCCxpxuer7B7ckjGdLsv
70,16 mil
2
O conteúdo desta página é fornecido por terceiros. A menos que especificado de outra forma, a OKX não é a autora dos artigos mencionados e não reivindica direitos autorais sobre os materiais apresentados. O conteúdo tem um propósito meramente informativo e não representa as opiniões da OKX. Ele não deve ser interpretado como um endosso ou aconselhamento de investimento de qualquer tipo, nem como uma recomendação para compra ou venda de ativos digitais. Quando a IA generativa é utilizada para criar resumos ou outras informações, o conteúdo gerado pode apresentar imprecisões ou incoerências. Leia o artigo vinculado para mais detalhes e informações. A OKX não se responsabiliza pelo conteúdo hospedado em sites de terceiros. Possuir ativos digitais, como stablecoins e NFTs, envolve um risco elevado e pode apresentar flutuações significativas. Você deve ponderar com cuidado se negociar ou manter ativos digitais é adequado para sua condição financeira.