Hello everyone,It has been a month since we last published an article. During this time, we have witnessed significant volatility in the cryptocurrency market, largely driven by the positive expectations surrounding the U.S. elections. This event has helped eliminate much of the uncertainty in the investment market, and things are gradually moving in a positive direction, which is exciting.
Today, we continue our discussion on $RADAR. I have prepared three key points that I hope will foster further dialogue between the community and the team:
1.Preliminary Discussion on the Reasonable Valuation Range of $RADAR in Bull and Bear Markets
2.Strengthening the Treasury Reserves to Prepare for Future Bear Market Cycles
3.Expanding Exchange Partnerships to Enhance Market Liquidity
Preliminary Discussion on the Reasonable Valuation Range of $RADAR in Bull and Bear Markets
Since $RADAR officially launched on December 15, 2021, three years have passed. Throughout this period, $RADAR has inevitably experienced cyclical bear markets. However, this also brought valuable insights, particularly the opportunity to observe $RADAR’s market valuation bottom (with a fully diluted market cap around $40 million USDT+). On the other hand, the top valuation has never stabilized and has not reached the levels we hoped for.
Since Bitcoin bottomed out in 2022, $RADAR has significantly underperformed compared to Bitcoin and other strong cryptocurrencies. In light of this, we need to reassess $RADAR’s positioning and valuation logic in the current market environment. This goes beyond the cyclical market fluctuations and points to the underlying value drivers of the project and the need for better market recognition.
Now, let’s attempt to evaluate $RADAR’s reasonable valuation. DappRadar, as a comprehensive platform, integrates data analytics, task management, airdrops, NFTs, and news, among other features. This combination gives it the potential to benchmark against multiple leading platforms, such as Magic Eden, Galxe, Defillama, Tokenterminal, CoinMarketCap, and Messari. Clearly, DappRadar has the potential to become a market giant, with an expected market cap of $10 billion in the long term. Of course, this is a long-term outlook. In the current bull market cycle, $RADAR’s market cap could range between $1 billion to $2 billion. By comparison, its current fully diluted market cap is around $63 million, meaning there is still a potential for 16 to 32 times growth. I hope that both the team and the community can work together to make this vision a reality.
Strengthening Treasury Reserves to Prepare for Future Bear Market Cycles
Running a cryptocurrency project requires continuous funding, and while achieving profitability is an ideal goal, it is inherently uncertain. The cyclical nature of the cryptocurrency market causes significant volatility, especially during bear markets, where platform profitability typically declines substantially, impacting the team’s day-to-day expenses. Therefore, building sufficient treasury reserves during bull markets is crucial.
To this end, I propose the following actions:
1.Unlock 200 million tokens from the DappRadar DAO Treasury.
2.Set a reasonable price range (e.g., $0.05–$0.1 per token) and delegate market makers to sell the tokens.
3.Deposit the proceeds in USDT into a public treasury address.
The proposed token amount and price range are hypothetical, and the specifics of their implementation should be discussed and evaluated by the community and the team. The reason for this suggestion stems from my team’s extensive experience in the cryptocurrency industry. We have been involved in both the secondary market and various types of primary market project investments. Through these experiences, we have witnessed how some teams, due to poor fund management, struggle to survive during bear markets and are even forced to make large-scale layoffs and cut expenses. Therefore, it is essential to prepare a well-thought-out financial plan in advance.
Ultimately, the treasury funds will primarily be used for team payroll, token buybacks, and other partnership expenses. While the team has raised $5 million in its second round of financing, the specific use of these funds remains undisclosed, and the team is not obligated to disclose this information, nor should the community demand it. Therefore, I believe that the implementation of the above strategy to build treasury reserves, especially in preparation for future bear markets, is an essential part of the strategic planning for this project. I urge the team and community members to give this matter the attention it deserves.
Expanding Exchange Partnerships to Enhance Market Liquidity
In any trading-related field, liquidity is a critical factor, directly affecting the flow of capital in and out of the market. Over the past few months, both the community and the team have come to recognize the importance of liquidity, and recent proposals have touched on liquidity incentives. As the bull market continues, market makers are becoming more active, and trading volumes on platforms such as OKX, Gate.io, and MEXC have significantly increased. However, I believe that the current liquidity situation is still not ideal. Therefore, I propose the following actions:
Unlock tokens from the DappRadar DAO Treasury and Community (the specific amount will depend on the cooperation model) to list on the top three exchanges. Binance, Coinbase, and Upbit are the most optimal choices. I urge the team and community to take this suggestion seriously and actively engage with these exchanges. The business contact information is available on the official website, so please reach out as soon as possible. This step will not incur any costs.
If the above suggestions are not achievable or are not part of the team’s short-term plans, consider Bybit as a second-tier platform for expansion. Bybit has shown impressive growth across various metrics and has a strong reputation in the market. Market makers on the platform already have multiple accounts, making it easy to execute market-making strategies.
If none of the above options come to fruition, or if they are not within the team’s strategic focus, I recommend deepening existing partnerships with current exchanges. For example, further collaborations with OKX, such as offering staking services, task partnerships, or interactive campaigns on platform X, could help boost exposure. The primary goal is to increase DappRadar’s visibility and attract more users to the platform. This strategy will not have any negative consequences and will instead help the platform grow sustainably.
These thoughts and suggestions are solely my own, and I welcome further discussion from both the team and the community. Three years have passed, and we should adapt to market trends and make proactive changes. I believe these measures are crucial, and I hope that everyone will take them seriously as we work together to drive the project forward. I look forward to your participation and feedback.
Finally, let’s talk about market trends. Based on our model analysis, the cryptocurrency market is about to enter its final sprint phase. Over the next 2-3 months, Bitcoin’s price is likely to continue breaking new highs. Following that, the altcoin market is expected to experience a broad and substantial rally. I believe every member of the community is eagerly anticipating $RADAR’s strong performance in this upcoming market phase. If you share this perspective, feel free to express your support in the comments section.
**Risk Warning:**Market predictions carry inherent risks, and you should evaluate them independently.