A lot of you faded $DOLO very early on when the information was public and free.
Never fade the leading money market @Dolomite_io , and especially never fade @CoreyCaplan3 .
Dolomite is one of the most anticipated token launches this quarter.
@Dolomite_io's last funding round valuation was $60m (prior to their successful @berachain launch and achieving over $1 billion in TVL) and approximately 40.5% of tokens are circulating at launch (including veDOLO which is locked).
If $DOLO were to open trading at this price it would have a $24.3M mcap.
Now, let's take a look at some similar lending protocols and where they currently trade for a comparison and do some moon math:
For context:
- @aave has ~$18B TVL and $AAVE sits at $2.07B mcap / $2.2B FDV
- @MorphoLabs has ~$2.6B TVL and $MORPHO sits at $212M mcap / $895M FDV
- @compoundfinance has ~$2.15B TVL and $COMP sits at ~$363M mcap / $406M FDV
- @0xfluid has ~$711M TVL and $FLUID sits at ~$155M mcap / $394M FDV
- @eulerfinance has ~$691M TVL and $EUL sits at ~$141M mcap / $205M FDV
Despite being valued significantly lower than less innovative competitors, @Dolomite_io stands out with an estimated launch mcap nearly 10x lower than comparable money markets—making it one of the most asymmetric opportunities right now.
Some moon math:
Unlike many legacy protocols that have stagnated, Dolomite brings fresh innovation to lending and capital efficiency with features others simply don’t offer:
• Dynamic Collateral – continue staking, voting, claiming rewards, and participating in governance while borrowing against assets.
• Smart Debt & Collateral – earn trading fees on both collateral and borrowed assets to offset borrow costs.
• Unlimited isolated positions – build complex, risk-managed strategies without cross-contamination.
• Modular architecture – rapidly ship new features and adapt to emerging DeFi trends (like Berachain’s PoL).
Dolomite isn’t just a money market. It’s a fully-fledged DeFi platform—and at these valuations, I felt like it was necessary to drop some numbers.
TLDR to the brainless apes who follow me:
Dolomite’s superior tech stack and potentially low FDV/TVL ratio, extensive integrations, innovative features like Dynamic Collateral and Smart Debt, and co-founder @CoreyCaplan3's advisory role with @worldlibertyfi, I am personally very optimistic about this launch.
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