Imagine a scenario where the Snowball tech stack becomes the go-to infrastructure for the next wave of token launches. If even 10-20 projects successfully deploy using Snowball and reach valuations in the 500k-1m range or beyond, the compounding effect on Snowball's own market cap would be substantial—we're talking mid eight-figures territory. It's a classic network effect: more builders using the technology = stronger ecosystem = higher utility demands = real upside for the underlying protocol. The math checks out when you factor in adoption velocity.
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NotFinancialAdvice
· 9h ago
The network effect is indeed there, but can Snowball really position itself as infrastructure? It feels too idealistic.
Imagine a scenario where the Snowball tech stack becomes the go-to infrastructure for the next wave of token launches. If even 10-20 projects successfully deploy using Snowball and reach valuations in the 500k-1m range or beyond, the compounding effect on Snowball's own market cap would be substantial—we're talking mid eight-figures territory. It's a classic network effect: more builders using the technology = stronger ecosystem = higher utility demands = real upside for the underlying protocol. The math checks out when you factor in adoption velocity.