Plume narxPLUME

估值与收益潜力：积分、空投和生态红利 $STO 项目估值分析 从赛道估值对标来看，当前流动性质押协议头部项目如EtherFi（FDV 8.2亿美元）、Puffer（FDV 2.5亿美元）普遍落在2-8亿美元区间，而StakeStone的估值预期（FDV 5-10亿美元），整体上高于同类项目。这一溢价逻辑源于三大核心支撑： 全链定位的稀缺性溢价 StakeStone并非传统单链质押协议，而是首个提出全链流动性基础设施定位的协议。相较于垂直细分赛道的Renzo、Puffer，其业务逻辑覆盖ETH质押、BTC生息资产、跨链流动性聚合三大场景，相当于同时对标LRT、BTC-Fi、跨链桥三大赛道。 横向对比LayerZero（全链互操作性协议，估值30亿），StakeStone聚焦资金效率优化的差异化路径，进一步强化了其估值想象力。 TVL驱动的基本面硬实力 截至当前，StakeStone链上总质押资产（TVL）已突破7亿美元，高流动性意味着高市场认可度，充足的流动性，往往能够给予更高的估值。 特别是，由于其双代币模型，能带来显著的收益乘数效应：协议手续费与贿赂收入直接挂钩TVL，形成“收入增长-生态扩张-TVL上升”的飞轮。 生态联动的战略纵深 通过LiquidityPad产品，StakeStone已与Plume（融资1000万）、Story Protocol等顶级生态达成深度合作，为其提供链上初始流动性。 这种“流动性基建供应商”角色带来三重增益：合作项目支付的手续费、贿赂分成直接增厚协议收入；每接入一个新链，StakeStone可捕获该链的增量用户与资产。 综上，StakeStone的估值逻辑应该超越单一赛道对标，其全链流动性枢纽的定位、高TVL的变现能力及生态扩张的滚雪球效应，共同构成了5-10亿美元FDV的强支撑。$STO

估值与收益潜力：积分、空投和生态红利 $STO 项目估值分析 从赛道估值对标来看，当前流动性质押协议头部项目如EtherFi（FDV 8.2亿美元）、Puffer（FDV 2.5亿美元）普遍落在2-8亿美元区间，而StakeStone的估值预期（FDV 5-10亿美元），整体上高于同类项目。这一溢价逻辑源于三大核心支撑： 全链定位的稀缺性溢价 StakeStone并非传统单链质押协议，而是首个提出全链流动性基础设施定位的协议。相较于垂直细分赛道的Renzo、Puffer，其业务逻辑覆盖ETH质押、BTC生息资产、跨链流动性聚合三大场景，相当于同时对标LRT、BTC-Fi、跨链桥三大赛道。 横向对比LayerZero（全链互操作性协议，估值30亿），StakeStone聚焦资金效率优化的差异化路径，进一步强化了其估值想象力。 TVL驱动的基本面硬实力 截至当前，StakeStone链上总质押资产（TVL）已突破7亿美元，高流动性意味着高市场认可度，充足的流动性，往往能够给予更高的估值。 特别是，由于其双代币模型，能带来显著的收益乘数效应：协议手续费与贿赂收入直接挂钩TVL，形成“收入增长-生态扩张-TVL上升”的飞轮。 生态联动的战略纵深 通过LiquidityPad产品，StakeStone已与Plume（融资1000万）、Story Protocol等顶级生态达成深度合作，为其提供链上初始流动性。 这种“流动性基建供应商”角色带来三重增益：合作项目支付的手续费、贿赂分成直接增厚协议收入；每接入一个新链，StakeStone可捕获该链的增量用户与资产。 综上，StakeStone的估值逻辑应该超越单一赛道对标，其全链流动性枢纽的定位、高TVL的变现能力及生态扩张的滚雪球效应，共同构成了5-10亿美元FDV的强支撑。$STO

A popular crypto analyst, presenting via a YouTube podcast , identified Real-World Asset (RWA) tokens he expects will dominate the next phase of crypto market growth. The analyst highlighted the RWA sector’s 2024 successes and stressed the potential opportunities ahead for crypto investors going into Q2 2025. For instance, he believes RWAs will become a $30 trillion industry globally by 2030, suggesting investment in the sector now could prove prudent. The analyst specifically identified Clearpool (CPOOL), Ondo Finance (ONDO), Plume (PLUME), and Mantra (MANTRA, token OM) as leading RWA projects positioned to potentially lead this next market phase. He cited fundamental factors behind these projects’ development that he believes support their future adoption, building on existing progress. The analyst highlighted CPOOL as the first decentralized credit marketplace primarily focused on the RWA sector. He distinguished it from typical DeFi lending protocols due to its focus on under-collateralized lending mainly aimed at institutional borrowers. He noted CPOOL’s potential appeal to traditional finance (TradFi) participants and its unique protocol features. These elements allow investors to gain ETF-style exposure to private credit RWAs with DeFi-like flexibility, which he believes will boost project adoption. Related: RWA Market Hits Record $240 Billion: The Tokenization of Everything? Ondo Finance’s reported success in 2024 also highlighted the RWA project sector’s potential and growing adoption possibilities. Many institutions reportedly prefer Ondo for gaining safer, compliant exposure to tokenized real-world assets. This focus signals long-term viability to certain investors. ONDO’s significant institutional backing and strategic partnerships support its goals. Firms cited as partners or collaborators include BlackRock, Google, MasterCard, and Ripple. Related: MANTRA Holds Top Spot in RWA Market as Ondo and Maker Trail Plume is building the first Layer-1 (L1) blockchain dedicated solely to RWA tokenization and trading. The analyst considers this unique focus a key advantage that will likely boost the project’s adoption significantly. Plume’s customized L1 chain emphasizes features critical for RWAs, including regulatory compliance frameworks, scalability for high volume, and interoperability with other chains. The platform has already seen substantial ecosystem growth, with over 180 projects reportedly building on its network. Mantra (OM token) has maintained its status as a leading RWA project based on its market presence and focus. The analyst projected it would remain among the top RWA players long-term. Mantra is currently one of the top RWA-focused projects by market cap, with clear potential according to the analysis. The project focuses on bringing diverse real-world assets onto the blockchain by providing a regulated, institution-friendly platform specifically designed for tokenizing these assets compliantly. Disclaimer: The information presented in this article is for informational and educational purposes only. The article does not constitute financial advice or advice of any kind. Coin Edition is not responsible for any losses incurred as a result of the utilization of content, products, or services mentioned. Readers are advised to exercise caution before taking any action related to the company.

$PLUME | H4 & H12 Bullish H4 and H12 ranges, kinda sweeping the H4 range low and looks like we are printing equal lows here. We have H4 swing low within the H4 FVG below, so the play here are several: 1/ close the H4 as a sweep on the H4 range low - HTF trigger, bullish MSB on

$PLUME, one of the top-performing RWA (Real World Asset) tokens, has been making headlines recently with an impressive 32% increase in TVL (Total Value Locked) over the past week. Plume shows significant bullish momentum $PLUME has been building, supported by a combination of strong fundamentals and technical factors. Here’s why $PLUME is capturing attention, and why it may be positioned for a major breakout. 🚀 PRICE ACTION BREAKDOWN: KEY LEVELS IN PLAY Looking at the chart, $PLUME has successfully broken out of a long-term downtrend, marked by the black resistance line. This breakout was accompanied by a strong rally that has been consolidating in a bullish pennant formation. Buyers have consistently defended the upward trendline (marked by blue arrows), highlighting growing confidence in the token’s momentum. SUPPORT ZONES $0.184: The trendline continues to act as a key area of support, with buyers stepping in each time $PLUME tests this level. $0.145: Below this, another critical support zone has historically held well during price pullbacks. RESISTANCE ZONES $0.235: The immediate hurdle for $PLUME lies near the upper boundary of the pennant, which aligns with a local resistance level. A breakout above this zone could open the door for a parabolic rally, potentially targeting higher levels above $0.30. WHY $PLUME IS BULLISH: FUNDAMENTAL DRIVING GROWTH 1. FUTURES LISTING ON A MAJOR EXCHANGE A major exchange futures recently launched $PLUME perpetual contracts, allowing traders to use up to 25x leverage. This move significantly boosts liquidity and adoption for $PLUME, positioning it as a strong contender in the RWA sector. 2. INCREASED ADOPTION $PLUME has consistently demonstrated growing adoption, as reflected in its rising TVL. Investors and projects alike are recognizing its utility and potential, creating a solid foundation for sustained growth. 3. STRONG TECHNICAL MOMENTUM Higher lows on the chart signify consistent accumulation, and the bullish pennant hints at further upside. If $PLUME breaks out with volume, it could trigger a wave of buying interest. WHAT’S NEXT FOR $PLUME? To capitalize on its bullish trajectory, $PLUME needs to achieve the following: ✅ Hold above $0.184 – Maintaining this level will reinforce bullish sentiment. ✅ Break above $0.235 – A breakout here would confirm the bullish pennant and pave the way for a larger rally. ✅ Increase in Volume – Higher trading volume will be crucial to sustain momentum and prevent potential rejection. With strong fundamentals and an appealing technical setup, $PLUME is well-positioned for upside. As the token continues to consolidate below $1, now could be an opportune time to accumulate before the next leg up. $PLUME could be the next big breakout 🌟