SMC_Trader_WEI

#termmax @TermMax

$TMX 上線後，我反而比較想看這 3 個數據。

① TVL 能不能持續增長

官方目前已經是多鏈布局，並且有 Vault、Term Markets 等產品。

② 協議到底能不能產生收入

TermMax 的商業模式不是單純靠發幣，而是透過借貸利差、協議費、清算費等方式產生收入。

③ TMX 有沒有真正的需求

目前 TMX 的用途包含治理、質押與生態激勵。真正重要的是未來協議規模變大後，這些用途能不能產生實際買盤。(Ts Finance Docs)

所以我覺得：

TGE 看情緒，上市後看數據。

如果只有空投熱度、沒有 TVL 和收入成長，估值遲早會被修正。

但如果產品真的做起來，那 $TMX 就會是另一個故事。

#termmax @TermMax

Many people only treat TermMax as “the next airdrop project,” but what it does is actually quite interesting.

TermMax’s core is not traditional floating-rate lending; instead, it breaks lending into a fixed interest rate plus a fixed term.

In simple terms:

Borrowers can know from the start exactly how much interest they’ll pay; lenders can also know in advance how much收益 they can receive at maturity.

At the underlying level, mechanisms such as FT, XT, and GT break fixed returns into tradeable Tokens—conceptually somewhat similar to bringing the traditional bond market into DeFi.

And it has already expanded toward V2, Vaults, multi-chain support, and structured products.

So what’s really worth watching about $TMX isn’t just whether the TGE can pump the price.

If TermMax can turn “fixed interest rates” into a DeFi infrastructure layer, the story is much bigger than a simple lending platform.

Of course, whether the story can translate into revenue still needs to be validated by the market.

#termmax @TermMax

$TMX 8/25 TGE — let’s cover a few key points first:

① The airdrop sell pressure could be significant
TermMax has been highly popular with “hair-pulling” activity in the past. The whitepaper shows 15% of tokens allocated for community airdrops, with the TGE releasing the full amount. Even if the actual distribution is discounted, there may still be a lot of sell pressure in the short term, so personally I don’t recommend going all-in on the narrative.

② Valuation isn’t cheap
Current TVL is about $90 million, yet the pre-TGE valuation is around $182 million. Market expectations are already fairly high. After the TGE, if there’s no new story to drive sentiment, short-term valuation pressure may be relatively strong.

③ Fundamentals are actually worth watching
The team has been continuously advancing product progress lately—App V2, Bug Bounty, Phase 4, and more. Their roadmap is more focused on “building fundamentals step by step,” so it’s not necessarily the kind of setup that would see a big surge immediately upon launch.

In short: short term—watch for sell pressure; mid-to-long term—watch the fundamentals.
If there’s profit around the TGE, you could consider taking some off the table first, and then decide later whether to re-enter based on TVL, revenue, and product growth.

The above is purely my personal observations—DYOR.

#termmax @TermMax

Alpha又有新幣了，8月25日，錢包已經出了booster，參加下任務，很簡單如下:

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原生代幣：TMX，總供給10億枚
盤前0.17U，8萬人參加的話4u獎勵左右，不滿8萬獎勵平分。

台灣人的話第五個任務應該會是做不了的，記得使用VPN跨區 連接錢包簽名就可以完成了，如果真的不會用底下留言說一下什麼問題🙋‍♂️

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