projects shutting down and i remember LayerZero labs has 20 years of runway
crazy
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➠ @LayerZero_Core is already operating at scale, but the market is still pricing it like it hasn’t figured out monetization yet.
Current state:
• 165+ chains integrated ( @ethereum, @solana, @BNBCHAIN, @avax, @arbitrum, @base, @Aptos, @Cardano_CF, @CantonNetwork, etc)
• $225B+ cross-chain volume
• 159M+ messages processed
This is one of the largest interoperability networks in crypto today.
Despite ~$150B+ annualized volume, protocol revenue is near zero because fees go to DVNs and Executors.
This was intentional, distribution first then monetization later.
The unlock is the Fee Switch.
At just 10 bps (0.1%), LayerZero could generate ~$125M+ annually. Same usage, completely different valuation framework.
➤ Value capture has already started, just small for now:
Stargate → 100% revenue used for $ZRO buybacks ~150K ZRO/month
➤ Positioning is already happening on-chain:
• Accumulation between $1.3–$2.0
• @coinbase Prime-linked wallets → ~$79.7M
• Coordinated buys, no selling
Whales are showing the sa
➠ @LayerZero_Core is already operating at scale, but the market is still pricing it like it hasn’t figured out monetization yet.
Current state:
• 165+ chains integrated ( @ethereum, @solana, @BNBCHAIN, @avax, @arbitrum, @base, @Aptos, @Cardano_CF, @CantonNetwork, etc)
• $225B+ cross-chain volume
• 159M+ messages processed
This is one of the largest interoperability networks in crypto today.
Despite ~$150B+ annualized volume, protocol revenue is near zero because fees go to DVNs and Executors.
This was intentional, distribution first then monetization later.
The unlock is the Fee Switch.
At just 10 bps (0.1%), LayerZero could generate ~$125M+ annually. Same usage, completely different valuation framework.
➤ Value capture has already started, just small for now:
Stargate → 100% revenue used for $ZRO buybacks ~150K ZRO/month
➤ Positioning is already happening on-chain:
• Accumulation between $1.3–$2.0
• @coinbase Prime-linked wallets → ~$79.7M
• Coordinated buys, no selling
Whales are showing the sa
