TRX price

Three Ways to Value Layer-1 According to Messario 1. Real Economic Value Model (REV) REV = Total transaction fees + MEV tips (i.e., network cash flow). This is a quantitative valuation method, similar to traditional business valuation models based on expected income. For example: Solana and Tron are currently trading at around ~40–45 times cumulative revenue — equivalent to high-growth tech stocks (Tesla's projected P/E is about ~160x). Recently, these metrics have declined mainly due to reduced demand for non-financial transactions (such as inscriptions, runes). 2. Currency Value Proposition L1 tokens can accumulate value beyond their utility if they achieve the role of a monetary asset (store of value, medium of exchange). Bitcoin is the clearest example: limited on-chain utility, yet it dominates valuation because it is seen as a global monetary asset. ETH and some alt-L1s like Solana are emerging as potential candidates for this role. Currency fees allow tokens to achieve much higher valuations compared to revenue metrics. 3. Network Security Demand The value of a token reflects the demand for security across the entire ecosystem – including applications, assets, and on-chain infrastructure. As the network expands, the token price needs to increase to ensure an appropriate level of security — creating a self-reinforcing cycle. This emphasizes the crucial role of attracting developers, applications, and users to increase security demand. This is often seen as a "valuation floor" — a foundational layer, rather than a growth-driving factor. Important Note These three valuation frameworks are not mutually exclusive – they often overlap. REV serves as the foundational layer, while currency fees and security demand are the value-added layers above. Market valuation is often a mix: traditional investors focus on revenue, others pay attention to security, while much of the market values based on expectations of future monetary roles. In reality, much of the current valuation of L1 comes from the belief that the token will achieve a monetary premium, rather than near-term revenue or simple security demand. Illustrating Ethereum's Potential for 10x Growth REV: Generating cash flow surpassing many major global tech corporations (Mag 7). Currency Fees: Competing with Bitcoin's monetary role. Network Security: Protecting a larger economic value volume than tech corporations or gold. #research

🚀 TRON's Explosive Growth 🚀: With 314M accounts 📈, $80B+ in USDT (53% of total supply) 💰, and $22.1B TVL (2nd among L1s) 🏦, @trondao is outpacing giants like Ethereum & BNB Chain! 🌟 Q4 2024 saw 7.67M daily txs (+7.19% QoQ) 📊 and $151.2M revenue (+29% QoQ) 💸, rivaling Solana. 🔮 2025-27 Outlook: TRON’s roadmap aims for 5K TPS ⚡, $40B TVL 📈, and Bitcoin L2 integration 🌉 with Merlin Chain & BounceBit. AI-driven DeFi 🤖 and partnerships like Curve Finance & Oraichain fuel growth. User base could hit 500M+ by 2027! 🌍 @justinsuntron @trondao are redefining blockchain! 💪 #TRON #DeFi #Crypto

I understand your criticism. Just wanted to make the points that: ➡️(Quality, non cherry picked, I just took the top 10) alts are going up and not down in cyclical context. ➡️They are going up slightly slower than $BTC overall. ➡️I don't get the alts bear and/or panic posting every single time $BTC.D makes a new high. It only encourages to sell into every single low (you should have seen this type of euphoria when $ETH hit sub 2k recently, and yes, I still consider $ETH an altcoin). But it's okay because the latter two points are completely normal, healthy and good for the cycle and suggests it continues, and near the end, skews upside to alts. Numbers do not lie, (quality) alts have been doing just fine. I agree with you that, coins further down the drain, do a lot worse. Most of them in the top 100 are still in their bottoming range, not really making new lows for the cycle nor making new highs. And that many coins beyond that probably are making new low after new low after new low, which happens every single cycle too. Alts are indeed for risk adjusted buying (buy $BTC on the way down if you are unsure, such as in 2022, transitioning into 2023, hold into 2025 and IMO pivot this year, speaking on an investment timeframe). And even though alts are not showing that upside benefit yet, anyone who is saying it's not smart to start a business, run it for a couple months or even a year at a loss or break even, to reap the benefits later and pass every competitor, later, is a bad businessman.

📊 Is Ethereum Regaining Its Edge? ⚡️Over the weekend, Ethereum daily fee generation surged past $2M/day, claiming the top spot from Tron, which had led for much of the month. 🧱 Solana maintained fee stability at around $1M/day, showing lower sensitivity to recent price swings. 🌿 Meanwhile, the Beacon Chain saw continued growth—~1M ETH staked in June alone, following clearer SEC guidance on staking activity. 🔗 🔍Do not miss out and read the full report here and explore the latest trends and insights: [

My crypto thesis in a nutshell and how I approach the space Viewing coins as a cult is the wrong frame. The US dollar and Christianity are cults that are fracturing. The meaningful superstructures that are emerging are people who see the human genome as an obstacle rather than sacrosanct. And those who view machine intelligence as inevitably more powerful than any human construct Revenue is valuable but is not why btc eth XRP and sol are on top of the leaderboards. These coins have dilution. TRX BNB and HYPE are great but are fundamentally equity - not currency alternatives. This need for “representative winners” is because the U.S. based sovereign is collapsing and leaving a white space in the representative meme space for a “store of value”. This is also why gold is ascending And it’s why btc is winning - because it’s existing in the currency alternatives space Tether gaining $150b of assets running what is in essence an unregistered bank account. And basically getting so big that the govt is willing to do a devils deal with them in the space. Is indicative of the underlying sovereign collapse This is why regulated stable coins are missing the plot. Tether got as big as it did without any regulatory cover and without financial yield. And Lutnick - their auditor - is long at insanely low valuation. And that’s exactly the point The system is in full scale collapse. The U.S. dollar is the cult and it’s blowing apart. The reason why Palantir is so bid is it’s the mimetic representation of the inevitable civil liberty and financial crackdown that’s going to happen as we linearly extrapolate these trends The reason why Thiel is stuck in the Christian frame and producing videos bout the Antichrist is inextricably tied to the idea that modern Sin needs to be repented via the girardian sacrifice of democracy Projects with interesting Sign Value - or which occupy a useful mimetic space are therefore those which vampire around the existing system (ie XRP and Tether). Or those which align themselves around the birth of techno vampires who will rule the rubble Generating yield and revenue are interesting only insofar as those earnings are reinvested into building the post fiat reality that is upon us whether you like it or not So in summary. Fuck you. Higher