Marcin🌟B

💭 My take: which one could actually reach $1 - $LUNA, terra-luna:native or $USTC? There’s one important point I think gets overlooked when people talk about the market cap required to reach $1: Market cap is based on circulating supply - not simply total supply. So if a significant amount of tokens becomes locked in staking, liquidity pools, ecosystem applications or other forms of productive use, the amount of supply actively circulating can be lower. That doesn't automatically mean the price goes up, but it changes the market-cap calculation. 🌙 $LUNA LUNA currently has roughly 710M circulating supply, compared with about 1.18B total supply. LUNA is also a proof-of-stake token, meaning tokens can be bonded/staked to validators and aren't freely tradeable while staked. At $1, using today's circulating supply, you're looking at roughly $710M market cap, NOT $1.18B. And if circulating supply were reduced further through staking or other forms of locking, the market cap at $1 would theoretically be lower still. That's one reason I find the LUNA $1 scenario interesting. But it's not just supply. LUNA has: • Staking • Governance • An active blockchain ecosystem • Developers building on Terra • A community that continues to support the chain So if ecosystem activity grows, demand for LUNA grows and more LUNA becomes staked, the supply/demand picture could look very different from today. my take is doable. 🔥 terra-luna:native LUNC is a completely different situation. It's currently around 5.5T circulating supply, with roughly 6.45T total supply. At $1, using today's circulating supply, that would imply roughly $5.5 TRILLION market cap. That's obviously a massive number. But here's where I think the conversation needs more nuance. LUNC has something LUNA doesn't have to the same extent: a massive, highly engaged community that continues to push development, staking, burns and ecosystem activity. If the ecosystem grows substantially and more LUNC is: 🔥 Burned 🔒 Staked 💧 Used in liquidity 🏗️ Used within applications 📈 Driven by significantly higher network activity then the circulating supply could potentially decrease over time. But the supply is so large that getting to $1 would require a huge transformation in both supply and demand. So for me, LUNC isn't simply about asking: "Can LUNC reach $1?" It's about asking: "How much can the circulating supply realistically fall while the ecosystem grows?" 💵 $USTC This one is particularly interesting. USTC currently has around 5.57B circulating supply and about 6.08B total supply. At $1, using today's circulating supply, that's roughly a $5.57B market cap. That's dramatically different from LUNC's $5.5T requirement. And USTC has another major factor: The entire point of USTC is the $1 peg. USTC has previously traded around $1, but it lost its peg during the 2022 Terra collapse and has not restored it. If there were amechanism to create sustainable demand - potentially involving things such as staking, liquidity, ecosystem utility and proposed mechanisms like M2 , then USTC becomes a very different proposition. But that's a BIG "if." A sustainable $1 USTC would require more than simply pushing the price up. It would require confidence in the mechanism supporting that value. 🧮 So here's how I look at it: $LUNA Lower circulating supply + staking + ecosystem development. ➡️ $1 would currently imply roughly $710M circulating market cap. $USTC Much lower token supply than LUNC + the possibility of restoring its intended $1 function. ➡️ $1 would currently imply roughly $5.57B circulating market cap. terra-luna:native Massive community + ongoing ecosystem development + staking/burn narrative. ➡️ $1 would currently imply roughly $5.5T circulating market cap at today's supply. But those numbers are not fixed forever. If circulating supply changes, the market cap required for a $1 price changes too. That's why I think the real conversation should be about: Supply + staking + burns + liquidity + ecosystem growth + demand. Not just today's market cap. Personally, I think LUNA has an interesting supply/demand setup, LUNC has the strongest community-driven supply-reduction story, and USTC has the most interesting potential if a sustainable $1 mechanism can actually be established. None of this guarantees $1 for any of them -crypto is highly speculative and the underlying assumptions could change significantly. in tech anything is possible. 👇 That's my take. What's yours? $LUNA 🌙 terra-luna:native 🔥 $USTC 💵 #LUNA #LUNC #USTC #Terra #TerraClassic #Crypto #CryptoCommunity

Latest Binance burn 🔥🔥🔥🔥🔥🔥🔥: 2,193,721,758.547263 LUNC burned this month. More volume = more burns. This is why daily volume matters. Every trade, every push, every bit of attention helps fuel the burn mechanism and strengthens the Network. Bullish for Terra Classic. Thank you @cz_binance, @_RichardTeng, and the entire @binance team for continuing to support the LUNC community. #LUNC #USTC $Lunc $USTC #TerraClassic #Binance #BinanceBurn #LunaClassic #luncburn #burn