$ARB
StableSnapshot Window: 2026-07-16 15:50 UTC · ← Back to Crypto Overview
Social Momentum Summary
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Verbatim Community Citations & Social Evidence 1 source posts analyzed
. @tushar_jain breaks down the three-number framework he multiplies together to value a founder-driven bet like @ethena "It's three numbers that we try to figure out. One is the total market size, looking a few years out. The second is margins in the long run - are there returns [Spoken audio]: How much do you look at the founder, for example, for Athena, look at, oh, this guy is actually amazing. And therefore I'm betting big on that versus just looking at the product itself and the traction. Absolutely. We consider the founder. So I'll give you another framework that I like to use, and it's something that we use in this case. It's three numbers that we try to figure out. One is the total market size, and we're typically looking a few years out on what what we think the market size will be. The second number is margins in the long run. So that is where we ask are there returns to scale, right? Because if there are not returns to scale, then margins get competed away. And so you can have a huge market, but you make very little margins and that's not as exciting. And the third is execution risk. And this is where the founder comes into play, right? We think Guy is an amazing founder And he's one of the most competent founders in DeFi. His team is great. And so that reduces the execution risk, right? And so what we do is we, and once again, I don't wanna give false precision, but we multiply these three things together to give us a rough sense of what should this be worth, right? And lower execution risk obviously increases what we think it should be worth. Your money should work while you spend it. With Cast, spend stable coins across 170 plus countries and earn up to 3% instant USD cash back. No banks, no friction, just money that keeps moving. Cast, keep it stable.
