Lidr token valuation is fundamentally underpriced
The bull case argued for Lidr is that its current valuation fails to reflect its robust revenue-generating capabilities, 100% revenue buyback mechanism, and high-quality distribution strategy.
The argument
The guests argued that Lidr's hourly revenue sweeps for token buybacks could yield up to a 20% buyback return if they achieve a projected 50% increase in their take rate. Furthermore, its backing by institutional-grade investors like Founders Fund and Robinhood suggests a focus on long-term, generational business growth rather than short-term speculation.
The thesis, stress-tested
✓ What validates it
- ✓Lidr's take rate increases from 0.6 basis points to 1.0 basis point over the next one to two quarters
- ✓Announcement of major new distribution partnerships with traditional brokerages or platforms
- ✓Successful launch of options and the lighter EVM programmability layer
▸ Risks discussed
- ▸Vesting schedules for team and investor tokens create a significant gap between circulating market cap and fully diluted valuation
- ▸A general lack of awareness among the broader trading community regarding Lidr's execution quality
- ▸Potential execution risks in delivering the complex product roadmap
Hear it yourself
"Perps are on their way to eat all of finance, so you are welcome to dream bigger dreams. The real prize are the big brokerages like IBKR or Charles Schwab, and winning those as clients can result in tens of billions of dollars of flows in revenue going to whichever platform gets regulatory approval and can execute quickly. The two guests on the show today think that lighter, the z k l two on Ethereum, is in prime position to win an outsized share of The United States market given the eventual regulatory clarity that you The United States is going to provide to the perps sector."
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