"Uncle has become a hardcore fan of @Surf_Copilot"



Just as it estimated "Linea's reasonable valuation", Surf spent 5 minutes and 20 seconds, searched 382 information sources, and a total of 67 reasoning steps. Let's take a look at the results:

🔴Conservative valuation: $800M FDV ( single coin price $0.011)
🟠Neutral valuation: $1.2B FDV ( single coin price $0.017)
🟢Optimistic valuation: $1.5B FDV ( single coin price $0.021/)

👉Valuation Method Logic
1️⃣TVL multiple method
- Industry benchmark: A healthy TVL/FDV ratio is 0.1-0.3
- Linea Application: TVL $163.45M × (3.3-10x) = $540M - $1.64B FDV
- Conservative estimate: Considering the development stage, take 6-9 times = $980M - $1.47B
2️⃣ Trading Activity Comparison
-Relative valuation: Linea's trading volume is about 1% of Arbitrum's, but user activity is higher. Adjusted valuation: Arbitrum FDV($3.69B) × 0.25-0.4 = $922M - $1.48B
3️⃣Ecological Development Stage
-Growth stage discount: There should be a 30-50% discount compared to mature L2.
- Reference zkSync: Similar development stage, FDV $1.08B
- Linea positioning: Stronger ecological foundation, valuation should be 20-40% higher than zkSync = $1.3B - $1.5B
ARB3.81%
ZK3.88%
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