What Wall Street Wants: Metrics That Matter
summary
Claims that Solana trades like oil and gas despite leading on users, transactions and developer activity, and proposes valuation driven by gross transfer volume and AUM rather than TVL or DAU. Presents a model: capturing 5% of a $9T tokenization market → $450B AUM; hitting $27T transfer volume with a 10% take rate and 60x velocity multiple produces ~$27B revenue (~$20B net) and a 50x P/SA that implies a $1,000 token price. Wall Street-friendly metrics: transfer volume, AUM, revenue.
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