[ 3 / biz / cgl / ck / diy / fa / ic / jp / lit / sci / vr / vt ] [ index / top / reports ] [ become a patron ] [ status ]
2023-11: Warosu is now out of extended maintenance.

/biz/ - Business & Finance


View post   

File: 41 KB, 280x280, Graph protocol.png [View same] [iqdb] [saucenao] [google]
24275661 No.24275661 [Reply] [Original]

This is a must read so don't let the length bother you:

>Graph can already do 150B queries per year, Assuming query fees of even 0.0001$, Which is way way too cheap, We can already get 12M revenue per year, ChainLink for example does 40M revenue per year, Meaning a comparable marketcap for Graph RIGHTNOW should be around 1/3 the size of Link (Going by the same revenue vs marketcap % of Chainlink which is one of the only legit projects, If we went with the % of other projects we would get 1 to 1000 revenue VS marketcap in opposite to just 1 to around 100), Meaning 2B circulated and 6B diluted, At 2B circulated supply in the initial 6 months this will give us 1.8$ Per GRT. Remember this calculation was done with the premise that the fees will be 0.0001$ which is nearly impossible level of cheap. Now let's assume that query fees will be between 0.0001$ to 0.002$, Giving that assumption we can already gauge that GRT marketcap should have a fair value at 2B-40B *CIRCULATED*, And 6B-120B diluted (Which is the most inaccurate measurement there's, Look at filecoin, srm and rsr for example). Meaning GRT price assuming we go by circulated supply should be worth anywhere between 1.8$ to 36$, For diluted anywhere between 0.6$ to 12$ *BY CURRENT LEVEL OF ADOPTION*, And Graph just keep growing and by next year we might see x2-5 more queries and use cases. All this mean that GRT price at the bare minimum level of one of the most conservative assumptions (Borderline filthy fud level) we could imagine (Extremely low query fees+Going by fully diluted marketcap which is shit and inconsistent) should be worth 0.6$ RIGHTNOW.

cont.

>> No.24275695
File: 85 KB, 891x700, Graph daily.png [View same] [iqdb] [saucenao] [google]
24275695

>The prices above DON'T TAKE into consideration market growth, When the crypto market grow from speculation then the Revenue VS Marketcap calculations also grow, Meaning if the crypto market x10 itself by next year then we might apply 1/500-1000 Revenue Vs Marketcap instead of 1/100 rightnow. This could mean we might see delusionally high price levels of GRAPH (and the whole space for example, See previous bullrun, There wasn't a single coin with non deluded valuation). I'm talking hundreds of billions circulated level (with 30-100% of GRT supply circulated by the beginning of 2023).
>Graph already has many clients, Meaning GRT will be forced to get its value on exchanges (Unless they go to offchain markets, Tho this "fud" can be applied to any coin from ETH to Link)
>Graph will integrate major layer 1 solutions by network launch
>In the first 6 months there will be only 12% of the supply circulating without a single VC/Private coin/Testnet rewards, From this 12% there's 66% portion of foundation tokens, Meaning only around 4% of the GRT supply will be available for sell, Meaning the buying pressure over the span of 6 months is likely to massively overcome the selling pressure leading to price surging.


*Of course high query fees prices might mean less use cases
*Of course Graph currently isn't integrated with all major Layer 1 solutions, I'm basing this off the team words here
*Of course things could get wrong and not as planned, This is a risk with every project with no exceptions

No baseless fud allowed.

>> No.24275956
File: 2.28 MB, 2708x1383, mommy.png [View same] [iqdb] [saucenao] [google]
24275956

mommy

>> No.24276124

>>24275661
>>24275695

that's many words, what is the TL;DR?

>> No.24276132

Please stop posting Graph when it’s not even on the market. We get that it’s good at this point. Don’t overdo it.

>> No.24277333

>>24276124
Graph will be top 5 by eoy

>> No.24277522

Anyone knows when it will hit the market? This really sounds interesting and like a working product

>> No.24278553

>>24275956
top fucking kek meme and checklist. gibs milkies

>> No.24278637

>>24276124
The tl;dr is that if you invent certain figures for how much money the graph will make, you can invent a valuation to match that.

>> No.24278925

>>24277333
Checked, though.

>> No.24280012

bump

>> No.24280258

>>24278637
Right. Just a thought experiment made by assuming low query fees (0.0001$ is really low, That's like 50$ for 500K queries, I know few developers who currently use Graph that willing to pay north of 400$ for that, Giving the circumstances).

>> No.24280958

it doesnt matter if you post or not. Project already using The Graph TODAY. It will be a top 5 coin no doubt