Telegram Bots & Banana Gun's Fundamentals 🤖

We published a deep dive report back in February analyzing Telegram bots and Banana Gun’s fundamentals as an emerging leader in this category.

At the time, TG bots carried a memecoin stigma – even as their fundamentals started to shift from unsustainable token taxes to real revenue distributed in-kind to token holders.

Key takeaway → strong growth and improving fundamentals implied $BANANA was undervalued, even under assumptions of a zero-growth DDM.

Using moderate growth assumptions, our scenario analysis implied a fair value ~3x higher.

In late July, $BANANA breached our higher growth scenario (on the heels of a Binance listing) before modestly retracing.

免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。