Notice:

πŸ§—πŸΌβ€β™‚οΈROAD TO 0.5BL IN 4Q

🎯 Strategic Thesis

TVL grows from Real Yield Credibility + Depth Signaling + MM Confidence

Quarterly TVL Path (Operational Year 1)

Target Path

Alpha traction β†’ Beta confidence β†’ TGE trust β†’ Whale LP entry β†’ Fund LP entry
Quarter TVL Target Main Driver
Q1 Launch 120M Genesis LP + Early funds
Q2 Expansion 220M Proven fee yield
Q3 Institutional 340M Fund + MM scale
Q4 Maturity 500M Network dominance phase

πŸ“ˆ TVL Growth Curve

TVL ($M)

500 | β–ˆ 400 | β–ˆ 300 | β–ˆ 200 | β–ˆ 100 | β–ˆ +--------------------------- Q1 Q2 Q3 Q4

TVL vs Volume Heatmap β€” Dominance Zone

Jenex Dominance Map

Key Ratio: Volume / TVL

Vol / TVL Market Status
< 2x Underutilized liquidity
2x – 5x Healthy exchange
5x – 10x Strong competitive
10x+ Dominance zone
TVL Volume Needed for Dominance
200M 2B monthly
350M 3.5B monthly
500M 5B monthly

TVL SHOCK Stress Model