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@knimkar
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I think $CRED might be the single most undervalued token in all of crypto and (I cringe saying this) the clearest 10-50x from here I see
- Growing double digits MoM with a product that has very clear PMF, huge opportunity, and is not correlated with broader crypto markets
- Trading at a laughably low revenue multiple for this growth
- Excellent team
- @MetaDAOProject ownership coin
Clearest comparable would be Coinflow, which I suspect will become a unicorn in the next year. CT ofc doesn't know about Coinflow because it doesn't have a token, but that I suspect will change
$CRED is emerging markets Coinflow
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Great analysis.
But also, this cannot be news to anyone who has been looking at tokens seriously for any length of time.
I barely think you can call the tokens of the past an "asset class"
The single biggest reason I chose to become an investor (professionally) in crypto this year vs in the past is that this is the first year where I looked at tokens and thought "hey there are some actually investable assets in here"
Now, I strongly suspect the Token Class of 2026 (at least the Ownership Coins) will outperform BTC
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