According to @MRRydon, once a company starts reporting real revenue, markets shift from speculation to calculable price-to-sales comparables, triggering immediate repricing (source: @MRRydon on X, Oct 29, 2025). He illustrates a NASDAQ name at a $200M valuation that secures a $100M annual AI-infrastructure contract; at a sector floor of 18x P/S, the valuation resets to $1.8B on announcement (source: @MRRydon on X, Oct 29, 2025). Adding a second $50M annual contract and moving to a 25x multiple implies $3.75B, highlighting 10x–20x step-ups once top-line numbers exist (source: @MRRydon on X, Oct 29, 2025). He notes algorithms scrape new filings, update comps, and trade the difference quickly, so traders should monitor revenue disclosures for fast repricing moves (source: @MRRydon on X, Oct 29, 2025). For crypto/Web3, he expects capital to favor projects and listed entities tied to verifiable revenue, citing AethirCloud as an example to watch (source: @MRRydon on X, Oct 29, 2025).

According to @CryptoMichNL, $ALKIMI is significantly mispriced after he met the team last week and highlighted ongoing development, consistent delivery, and massive partnerships as key drivers (source: @CryptoMichNL, Oct 26, 2025). He also states ALKIMI ranks among the top 50 revenue-generating projects in the Web3 ecosystem, framing it as a revenue-backed altcoin with potential for valuation re-rating in his view (source: @CryptoMichNL, Oct 26, 2025). He further notes continued building momentum and brand support via Arsenal, reinforcing execution alongside visibility (source: @CryptoMichNL, Oct 26, 2025).

According to @boldleonidas, Story Protocol generated only $24 in on-chain fees over the last 24 hours despite having $130 million in funding, a data point traders may read as weak near-term activity and limited fee capture for related ecosystem plays; source: @boldleonidas.