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$POLY

Heating Up

Snapshot Window: 2026-07-14 19:50 UTC ยท โ† Back to Crypto Overview

Tracked Posts
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5
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Social Momentum Summary

Total Engagement - Comments: 0, Retweets: 0, Likes: 5, Impressions: 1102

Verbatim Community Citations & Social Evidence 1 source posts analyzed

@heydanmurphy

Check out @eth_us on @briteresi ! He saw potential in @brave many years ago and helped make it what it is today. [Spoken audio]: I would like to talk a little bit about the basic attention token, because I do think the market cap of that should be so much higher. Well, the reason why I found out about Brave was Ethereum, and then from Ethereum learned about the bat token, and then Zepeda listed the bat token, it was one of the very first tokens they had listed, and then kind of fell in love with Brave, and our family made an investment in Brave, and now I'm on the board. In many ways, part of the investment thesis was that all these assets are amazing, but if you can't use them in like some sort of, in a daily life, it's not gonna work. And so my real kind of light bulb moment was realizing that if I'm gonna use Bitcoin or Ether or XRP, I need like a way to actually spend it. And so I was like, the browser is like the really the best kind of tool for that. And when we first invested in Debray, they had like 2 million users and now they have 120 million. When I started buying every day, it was like probably 20 cents. So it went from 20 cents all the way up to like a dollar, something, $1.50, then came back down. I would say out of all three assets, Bitcoin, Ether and BAT, that is, in my opinion, by far the most undervalued. And it's almost like ridiculously valued. And the reason why I don't think people see it yet, one, they're not connecting the narrative of how it all connects back into the ecosystem. So what's unique, so obviously people on Shandekoi is great and Ether and even XRP is great. What ends up happening is with that, people who even use Brave, not people who use Brave that don't even understand what that is. And so what, now, to me, that's the problem. I mean, for many of us, a problem to me is an opportunity. So what happens is, Brave, I think, in the very near future, and there's a whole roadmap, is with 121 million people that use Brave, they're eventually going to start integrating Bat into the browser so you can actually use it for more stuff. And really, the best analogy I can do is, remember how like Tesla was like, the cars have been going along for a while, but the stock was flat for like 10 years. Okay. Because it was like from like 2009 to 2018, it didn't go anywhere. You can go back and look at the chart. And what happened was like really, I feel like Elon was kind of fine tuning what Tesla could become. And that it really took off kind of like about four or five years ago, when it was very clear that they weren't gonna die, that they weren't gonna fail. So I really think the reason why that, the price is down, are people still were like, hey, what's gonna happen? Is it a real token? Is it gonna survive? And what's really cool in my opinion, not survive, it's gonna thrive. And so over the next few years, as Brave starts integrating more into the browser, you're gonna see a tremendous amount of growth. Like I'd say that the coin that has the highest chance to 100X, which is a crazy number, is that. But there's 121 million monthly active users and 51 million daily users. It's actually mind blowing. It's pretty much the biggest browser that's not owned by Apple or Google or Microsoft. Um, and that's exactly it. So I think what there's a lot of people who so It's almost like a store they they walk into the store and what brave is done in the very beginning we kind of have bat near the front and just because of like, you know other stuff going on it's really more of a side like, you know if you have to go there and go go find it and I think that Sometimes, you know history doesn't repeat itself at Rhymes I think, you know over the next few years is everyone knows it is the main token for break. Once people actually start fooling around with these users, but they go from monthly active users to daily active users, it can go a lot. Just to show you why you're talking about the numbers out of whack, there's 1.5 billion BAT outstanding, and we're 120 million users today. When we get to 150 million users, that means there's only 10 BAT per user, even at most. And 10 BAT right now is ready, it's like 90 cents. So now the reason I'm bringing this up is, let's say we bring in with AI or with like VPN or calls or whatever, eventually just like, you know, BNB coin or other coins, if Brave integrates back into the system and builds some sort of burn model or other models, I just see demand rising while supplies fall.

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