Jake Koch-Gallup(@immutablejacob):ethereum:0xe76c6c83af64e4c60245d8c7de953df673a7a33d just got 3x perp listings from @Aster_DEX and @Lighter_xyz. this is exactly what i wrote about in my valuation report: RAIL’s market structure has been constrained more by access and liquidity than fundamentals. the protocol already generates recurring revenue, but the market still hasn’t fully repriced it because participation remains limited. perps are the first step. spot listings on T1 CEXs like Kraken, Coinbase, and Binance would deepen liquidity, expand participation, and improve price discovery. raillions.

2026.05.26 17:43

ethereum:0xe76c6c83af64e4c60245d8c7de953df673a7a33d just got 3x perp listings from @Aster_DEX and @Lighter_xyz. this is exactly what i wrote about in my valuation report: RAIL’s market structure has been constrained more by access and liquidity than fundamentals. the protocol already generates recurring revenue, but the market still hasn’t fully repriced it because participation remains limited. perps are the first step. spot listings on T1 CEXs like Kraken, Coinbase, and Binance would deepen liquidity, expand participation, and improve price discovery. raillions.

Jake Koch-Gallup@immutablejacob

2026.05.22 19:53

ethereum:0xe76c6c83af64e4c60245d8c7de953df673a7a33d is up more than 50% today. but it's still only trading at $2.40. in my ethereum:0xe76c6c83af64e4c60245d8c7de953df673a7a33d valuation report published a few months back, i calculated an intrinsic value of $6.26 in the base case. that means ethereum:0xe76c6c83af64e4c60245d8c7de953df673a7a33d's true value is an easy 3x from here. raillions.