2025-12-03 16:34:25

Here's something interesting about valuing $SUI:

FDV? It's painting too rosy a picture. Why? Because it counts tokens that are locked away for years—supply that won't hit the market anytime soon.

Market Cap? Swings too far the other way. It completely ignores tokens already issued but sitting in vesting schedules, not yet free to trade.

That's where OTV comes in. It strikes a balance—measuring value against supply that actually exists and matters right now, whether circulating or not. A more honest snapshot of what you're really dealing with.

SUI0.88%

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SmartContractWorker

· 12-06 00:01

Wow, finally someone said it. The FDV trick really needs to go bankrupt, and they're still hyping up locked tokens... The OTV perspective is truly spot on.

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DefiPlaybook

· 12-04 16:20

OTV really hits the key point from this angle. According to on-chain data, most projects have vesting ratios between 30-60%. The pricing power of this supply has been completely overlooked, so here's a risk warning—a valuation model missing a dimension can lead to decisions that are off by three times the returns. This is no joke.

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DefiPlaybook

· 12-03 17:04

That FDV narrative is really just sugarcoating the numbers, counting locked tokens as circulating supply? What a joke, that's basically counting future air as present money. The OTV approach is decent; finally, someone remembers to look at the real float.

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GasBandit