So 23% of Axie Infinity players have never owned a bank account before. $AXS is literally banking the unbanked before our eyes and the line between DeFi and gaming begins to blur.
Sam
2,840 posts
Sam
@ReliableNarr
Partner at BBH | views expressed here are my own.
Joined October 2011
- As swap fees are now distributed to oracle reward pools the Luna staking return will be 11% - 24% based on TFL and Do's estimates. That means Luna could offer the highest staking rewards across all L1s whilst being the ONLY L1 to NOT do so via staking token inflation.
Replying to @stablekwonA byproduct of this operation is that a lot of swap fees will accrue, which we expect will result in $LUNA staking returns (minus airdrops) to 5 x. - 1/ Mirror: Decentralized Investing For The Masses and The Case For $75 $MIR. Research report linked and summary below 👇👇👇
- 1/ Market is still underpricing $LUNA even after it's recent run up as it fails to anticipate the full increase in activity and value that will be generated by the DeFi primitives launching after Col-5.
- 1/ $LUNA price has been exploding as of late, but I'd call it more of a logical re-rating upwards to better reflect the fundamentals of the token and Terra ecosystem...
- $LUNA: The Fat Octopus Protocol. A look into how the Luna token derives and captures value from the Terra blockchain and Terra ecosystem.
- *🌛 * * .🚀 * . 🌕 * . 🌍 * . * 💫 * . * . * . 🌘 * . * 🪞* * ✨. #TeFi . * . * . . * .☄ .* . 🛸*. * . *. . ⚓️* * *.🪐 * * 🟠* . . * * ⚡️*. *
- Today Chime announced it just raised $750 million at a $25 billion valuation. A neobank with a market-leading savings rate of 0.5%.
- 1/ The neobank Chime is forecasted to IPO at a valuation of $20-40B with 5M users in the U.S. With @alice_finance integration of @anchor_finance, $20B is a conservative valuation estimate for $LUNA with 2.3M users already in Korea alone and forecasted expansion globally.
