Lava Network: why LAVA at $80M-$85M FDV looks mispriced

09 Aug 2024Post227 words

Bullish call$LAVA−89%since this piece, moved against the callHow it played out ↓

Bought $LAVA at $80M-$85M FDV after a DEX-first launch with capped supply and no inflation, viewing Lava as core data-access infra for the modular stack. Targets $250M-$500M FDV, or $50M-$100M circulating cap on 227.5M circulating of 1B supply.

Key claims

Target FDV of $250M-$500M ($0.25-$0.5 per token)

227.5M of 1B LAVA circulating

LAVA up almost 40% in 24h after launch

Bought some $LAVA at $80M-$85M FDV after launch. Why? According to @lavanetxyz this was a "new kind of launch". What does that mean? 🌋👇 ✦ DEX-first (Uniswap on Arbitrum) ✦ Comparably high float ✦ A capped supply, with no inflation ✦ Market-derived FDV ✦ Focused airdrop to community & active onchain users After some unfavourable market conditions made positive PA difficult, $LAVA made an impressive comeback today, being up almost 40% in 24h. Still feel like there is comparably low awareness around @lavanetxyz and as opposed to most other "shiny" new tokens that are crowding into the market, $LAVA doesn't have predatory tokenomics. As the data access layer of the modular stack and decentralized RPC network (more use cases to come), this is core infra and I think the token has solid utility. With a broader market recovery and as some (hopefully decent) CEX listing arrive, I can definitely see $LAVA reach an FDV of $250M-$500M. With a total supply of 1B tokens, that would mean $0.25-$0.5 per $LAVA. With 227.5M $LAVA currently in circulation, that would still only be a $50M-$100M circulating market cap. NFA but worth doing your research anon. I think we are slowly but surely entering modular airdrop season and as more eyes return to the narrative, $LAVA could be one to watch. 👀

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How the call played out · since 09 Aug 2024

Prices as of 23 Oct 2026

This piece takes a view on $LAVA, so that move is read against the call.

$LAVALava NetworkBullish thesis

A DEX-first launch with capped supply, no inflation and a high float leaves LAVA, the modular data access layer, underpriced.

−89%

Moved against the call · over 2.2 years

At publication: $0.11
Now: $0.0118
vs BTC: −92%
After 1 month: −43%
After 3 months: −25%
After 1 year: −44%
High since: +101% 09 Dec 2025
Low since: −90% 20 Oct 2026

Since then

No follow-up pieces on this subject yet. This is the latest take.

Daily closes in USD from DefiLlama and Yahoo Finance. Only a bullish or bearish call in a thesis or market take is tracked; explainers, lists, maps and mentions are neutral context. Not financial advice.

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Lava Network: why LAVA at $80M-$85M FDV looks mispriced

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