$SEI の割安さをMC/TVLで比較した投稿。
主要L1の中でも $SEI はMC/TVLがかなり低い水準にいて、この指標は低い＝まだ伸び代が大きいという見方ができる。
もし @SeiNetwork359 のTVLが再び$600M超まで戻って、MC/TVLが他チェーン並みの7前後まで評価されるとすると、 $SEI の時価総額はおよそ$4.2B規模になってもおかしくない計算とのこと。
この @andrewmoh さんが作成した画像を見ると、 $SEI がどれだけアンダーバリューか一発で分かる。
Comparing the commonly-used Layer 1 networks, we can see clearly that $SEI ranks among the lowest MC/TVL.
Talking of this ratio, lower means having a larger room to grow.
Considering the TVL of @SeiNetwork may reach back above $600m, with a higher ratio (around 7), the market cap of $SEI should be around $4.2b.
Save this image and you will see how undervalued SEI has been.
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