⚡️Resolv Project Research Report: Buyback Mechanism Drives Value Reassessment, overall $Resolv is worth paying attention to @ResolvCore Recently, I came across the Resolv project. Despite its TVL exceeding $549 million, its market cap is only around $43 million, significantly undervalued compared to similar projects Usual ($USD0) / Ethena ($ENA). Resolv has secured $10 million in seed funding, supported by top VCs like Coinbase Ventures and Delphi Labs. With a TVL exceeding $549 million, it is integrated into mainstream DeFi platforms such as Morpho, Pendle, Euler, and Uniswap. It has already distributed over $20 million in real returns to users, with a total minting/redemption amount exceeding $1.7 billion. 1. Buyback Mechanism On August 26, the Resolv Foundation announced the initiation of a buyback program, initially allocating 75% of core protocol fees for weekly buybacks of $RESOLV tokens on the open market, with subsequent buyback ratios to be dynamically adjusted based on...
$Resolv 开启了费用回购来进一步保证代币价值。
按当前 $500M+ TVL 计算，9-15.5% APR 的真实收益区间，Resolv 年化净收入预计 > $7.3M。
如果首次 75% 用于买回，那么对当前 ~$45M MCAP 来说，已经接近高股息价值股的逻辑。
另外 RESOLV $500M TVL，对应 MC 的比值是 0.09x，远低于 ENA 的 0.3x 和 USUAL 的 0.12x，Resolv 在相同业务模型下，倍数被严重低估。
Delphi、Coinbase Ventures 已经下注，接下来等的就是 市场发现 + 回购兑现。
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