SATS price

There is a high probability that the second half of the month will come out of the gloomy market For the explosive growth of the Fed's interest rate next month Leave room for pull-up If $OKB falls below 100 The big position shuttle is good I will watch it after half a year after buying it You will outperform many trading gods

The YT-USDe <> Sats trade is largely figured out, meaning its Implied APY is one of the most accurate ways of valuing Sats. This makes USDe's Implied APY a strong benchmark for valuing other @convergeonchain-related YTs which are NOT so figured out. Today I'll be look at @strata_money's YT-pUSDe and why it COULD be criminally undervalued (NFA) _____________________________ YT-USDe's 15.03% Implied APY is what the market deems 60x Sats to be worth - you can call this the 'Anchor Rate' By extension, this means YT-pUSDe's 50x Sats SHOULD be worth ~12.53% APY (50/60 * 15.03%) The remaining 3.09% is how the market is pricing 60x Strata points. _____________________________ Intern's best guess for total Strata Points is ~600m based on: - 🪂 @ 16 Oct 25 (aligning with S0 intended run duration) - TVL @ 🪂 is $200m - Linear TVL growth from now til 🪂 - Pendle retains ~86% pUSDe capture Total Points defines how the final Strata 🪂 ends up being distributed. _____________________________ By buying YT-pUSDe today we get 41,778 pUSDe exposure (earning 60x Strata Points) for $1,000. Assuming Sats break even with their Implied APY (which is intended as our 'Anchor Rate'), our 152m Strata Points only need to make up the remaining 3.09% APY. That's a 🪂 of $215 for 152m Strata Points. _____________________________ Assuming my end points are accurate, my 152m Strata Points is 0.0257% of ALL points. If my only goal is to Breakeven on my initial, this implies the Total Strata 🪂 to be worth ~$840k. We can then extrapolate this 🪂 value to various Allocation %'s to determine the required FDV: - 5% 🪂 -> $16.7m - 7.5% 🪂 -> $11.2m - 10% 🪂 -> $8.4m _____________________________ Now the question of the day is whether or not a protocol that is: - Natively deployed on the premier TradFi <> DeFi chain - Supported by the world's fastest growing stablecoin - Building its own financial primitive - Has over $100m in PRE-DEPOSIT TVL Can justify an $8.4m valuation 🤷‍♂️ Now I'm not gonna tell you whether to ape or not ape. I will tell you to use my referral link to give us both free money haHA. BOOST POINTS: GET POINTS: NFA NLA NMA MDMA Pendiddler

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