ZFBRAINSolana
SolanaResearch call·
SPECULATIVE LONG
a real product and honest framing with organic flow and a developer who has sold nothing, but with no precedent log available, a contested narrative and heavy bundler supply, size it for a total loss and step aside if price loses the post-high low around…
Reported FDV at call$75.61K
Last observed FDV$94.21K
Since call+24.6%
Peak since call1.34×
Market observation 1h ago · FDV multiples, not realised returns
1 thesis / signallatest 1h ago
a real product and honest framing with organic flow and a developer who has sold nothing, but with no precedent log available, a contested narrative and heavy bundler supply, size it for a total loss and step aside if price loses the post-high low around…
