RE: LeoThread 2025-08-22 08:58
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I still am firm in the belief that, from a speculation/outsized gain standpoint, that $LSTR is the token everyone will want to hold.
$LEO is the underlying asset but the revenue streams forming with LSTR will provide returns that outpace the underlying. The premium on mNAV, taken isolation, causes some to pause. However, if there are superior revenue streams, then it is no different then a higher PE ratio on a stock. In other words, it is warranted.
If $LEO does a 2x yet LSTR does 2.5x or 3x, where is the alpha?
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When LSTR generates multiple yield streams (like sLEO and POL growth) that compound over time, the NAV premium becomes not only justified but strategic.
If LEO goes 2x but LSTR is delivering stacked returns, then you're capturing that sweet alpha others miss by focusing only on base price.
Fiat is the biggest mislead in all of crypto. It is about stacking tokens that one believes will have a utility to convert to fiat or other financial instrument without selling ones tokens.