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DAU/TX and Fully Diluted Market Cap/DAU & Tx (Patreon)

Published:
2023-05-13 17:43:02
Imported:
2023-05

Content

Some interesting new data from today

Note we now have the power to pull data across all chains in near real time. 

SOL big spike in DAU

Daily Transactions by Users per Chain

L1 L2 Fully Diluted Market Cap / Daily Users

Sui, Staks, Aptos and ETH are high - Sui valued at 2.35M per user. 

Fully Diluted Market Cap / Daily Transactions

Cardano and ETH are matched. Sui and Staks also. 

Solana the clear winner by a wide margin at only $442 per transaction. 601 times cheaper than ADA by this metric. 

Note AVAX, MATIC, FOW and FTM are not doing too bad by this metric either at 


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Comments

Anonymous

Real question. If this truly matched your mall, analogy, Solana price would spike. But since owning a token does not own the chain, there is no correlation, true?

Anonymous

When everyone else finally understand, will be too late, we are lucky to be in SOL at these levels

Anonymous

The problem is people are still speculating with crypto using pumps and dumps.But the mass adoption is inevitable and will come sooner and faster than we expect.And when the time comes exactly these metrics will bring the huge winners at the top.Thank you for keeping us informed! 😎

Anonymous

Awesome information. Operation Black Hole is in effect 😎

Anonymous

That's really cool! I love tech and smart people! Thank you for being the brain of this community.

Anonymous

I am strongly considering selling my ada and dot even though I am down 60% and jump on sol. 🤔

Anonymous

Thanks again James for the high quality infos. It was much needed in this wierd economic time. All the shilling and hype can easily shift most peoples attention from the winners. I learned alot from your videos about the whole concept of fundamentals, patience, and the winner mindset. Your show does make a big difference for people who had limited financial education. - Salutes and much appreciation from day one follower!

Anonymous

Thx James, keep it coming. BTC aside, we all win big with SOL in next 10 years. Cream will rise.

Anonymous

Thanks :)

Anonymous

Sweeeeeeeet👌🏿

Anonymous

Is SOL a scarce and hard asset? I can’t see it

Anonymous

Top-notch info

Anonymous

Does the spike correspond to the Helium network minting each node as an NFT and processing traffic/their network, using those NFT's?

Anonymous

Thank you so much great information as always

Anonymous

Solana LFG! Anyone curious about NFTs, Mad Lads current price under 60 Solana is good price. Has chance to be a blue chip for Solana over time

Anonymous

Is it just me or am I missing something here? but more I look at these figures of FDMC / DAU/TX the more I am concerned that we are still in a massive bubble even being like 90% from ATH ? Yes Solana maybe the most undervalued compared to others but seriously what value are we bringing to the world to warrant such FDMC per DAU/TX? For stocks I get MC/Earnings/Revenue. For cryptos the main source of revenue is from fees no? Therefore should we have metric like FDMC/Fees for example? I wonder if we should compare to the likes of visa/master and their DAU/TX to obtain a fair real world, real usage value? I believe in the tech and fundamentals and that it could play a big role in a decentralized future, but I just can't seem to wrap my head around these marketcaps and have become red flags in my head recently... Please enlighten me.

Anonymous

I work with a large firm who works with uses/SOL, AVAX, Phantom, ETH, hypderledger to name a few... it is odd they have nothing to do with ADA, I'll ask about it. It never dawned on me to ask why not ADA since they focus so heavily on what is best for the client project needs and sadly CBDC development.

Anonymous
>>108477038

Agreed 100%. Worse yet while owning a sol token you do NOT participate is the fees. So what’s the value in owning a token?

Anonymous
>>108477038

Reading this now: From a Financial intelligence book "think back to that delightful, outrageous, nervous-making period, known as the dot-com boom, at the end of the twentieth century. Ambitious young Internet companies were springing up all over, fed and watered by a torrent of enthusiastic venture capital. But when investors such as venture capitalists (VCs) put their money into something, they like to know what their investment—and hence what the company—is worth. When a company is just starting up, that’s tough to know. Earnings? Zero. Operating cash flow? Also zero. Assets? Negligible. In ordinary times, that’s one reason VCs shy away from early-stage investments. But in the dot-com era, they were throwing caution to the winds and so were relying on what we can only call unusual methods of valuation. They looked at the number of engineers on a company’s payroll. They counted the number of hits (“eyeballs”) a company got every month on its website. One energetic young CEO of our acquaintance raised millions of dollars based almost entirely on the fact that he had hired a large staff of software engineers. Unfortunately, we observed a “For Lease” sign in front of this company’s office less than a year later. The dot-com methods of valuation look foolish now, even though back then they didn’t seem so bad, given how little we knew about what the future held. But the other methods described earlier are all reasonable. Trouble is, each has a bias that leads to different results. And the implications are far-reaching. Companies are bought and sold on the basis of these valuations. They get loans based on them. If you hold stock in your company, the value of that stock is dependent on an appropriate valuation. It seems reasonable to us that your financial intelligence should include an understanding of how those numbers are calculated." I think your question and concern is very legitimate, and I have similar feelings about the current crypto valuations and market caps. Let's see James response to your question.

Anonymous
>>108477038

I’d love to see a response. But to also comment on your dot com analogy….eye balls equate to revenue. Like James mall Analogy….increased foot traffic, leads to increased money that the store can make which leads to the MALL being able to justify higher rents…which the LANDLORD benefits from. Here owning a token does NOT make u own the chain. Does not share in the revenue of one or even millions uses…so I don’t get it….even comparing it to eth is not proper because the same can be said about eth…further once properly identified as a security then god help the price then….further James is alway taking about HARD assets….sol is not. They can make more at any time and even by doing so u don’t own the chain. Just saying

Anonymous
>>108473972

I believe James would say that it has low inflation and huge adoption

Anonymous
>>108477038

Just looked at visa on mc/daily transactions. 474.13bn/150mn = $3160. This a x7 of Sol. Visa is the main incumbent just in retail payment processing and has div yield 0.78% on 31bn revenue. Solana has 5% yield on revenue of 55mn from 26mn daily transactions. Current capacity allegedly 61.34bn txs daily. So 61.34bn/26mn = x 2359 potential. Therefore potential max revenue in today's terms (txs fee income of 55mn x 2359 = 129.76bn which is x 4.19 visa income. 54.75bn annual transactions/31bn revenue gives average transaction cost of $0.566 for visa. Solana average transaction cost is $0.00031. That means visa cost to client is x 1793 more expensive. So if solana has more than enough capacity to swallow visa, then go on to all their competitors, then all stock market contracts ( eg NYSE has 38.3 mn daily contracts), health service records, benefit payments, logistics, ticketing etc ...... you get the idea. Solana could x10 on fees and still be 179 x cheaper than visa and still be cheapest blockchain.

Anonymous

Hey James. Can you revisit how to value blockchains to get an idea of potential value and the idea that coins are equal to shares in distributing income.

Anonymous

Good information here. Thanks again.

Anonymous
>>108477038

Great concerns. But crypto is money, while stocks are ownership in companies. The two can't be compared based on fees or revenues. Crypto isn't currency, but it is money, money that isn't controlled by governments. The value of "cryptomoney" is whatever we, and all the scheming insiders, make it to be. No crypto will not take over the world, yes almost all cryptos will lose money. But Solana I believe is a big winner and I am in from now until the next hysteria peaks.