Union live op de walvismarkt. Ik vind de FDV belachelijk, maar we moeten in overweging nemen dat het volume vrij laag is. Ik kijk uit naar de aankondigingen van de checker en TGE binnenkort. Wat zijn jouw prijsdoelen?
Dr Rafa
Dr Rafa19 aug, 01:36
Union: a Unicorn in the Making If you’ve been keeping tabs on me, you know I’m obsessed with PMF, distribution, and revenue generation. That’s why @union_build caught my eye. It is building an interoperability model that feels engineered for scale. Union’s business model rests on three pivots: B2C, B2B, and B2A. 1. Business to Consumer (B2C) Union’s bridge lets users move assets across chains, monetizing via transaction fees. This makes it a direct competitor to LayerZero, Across, Wormhole, and Hyperlane. 2. Business to Business (B2B) This expands on the B2C model through a more aggressive distribution. Instead of relying solely on Union’s bridge, its infra can be integrated directly into other protocols. If Union earns X via its own bridge,leveraging on potential partners like Opensea, Magic Eden, Infinex, Jumper, or DeFi apps could 10x that value. 3. Business to Asset (B2A) This is a very innovative angle for Union. While some might consider it a standalone model, I consider it a modified kind of B2B model. Instead of wrapped tokens or middlemen, businesses can issue native, canonical assets directly onchain. • Asset Issuance → Stablecoins, RWAs, governance tokens • Integration → Assets usable across ecosystems such as Celestia or Babylon • Liquidity Growth → More native assets drive higher TVL, trust, and activity • Revenue → Union earns fees from issuance and management, while chains gain adoption and liquidity This mirrors @Calderaxyz's rollup model which makes complex infra accessible with a few clicks but this time, applied to asset creation. Why it Matters? By combining fee-based bridging with infra-level distribution and asset issuance, Union tightens both its distribution and revenue loops. That makes its PMF more defensible than a simple bridge model competing head-to-head with already established players. Unlike Hyperliquid’s DEX, which is a proven revenue model, the interoperability bridge alone faces a ceiling. Union’s B2A layer breaks through that ceiling and positions it as a potential cash cow. I expect everything to become clearer after TGE— @OxTochi's words. But right now, the fundamentals look unicorn worthy.
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