The possible values for UST with Terra2

I have done some rough estimations for different market cap scenario of Terra2.

Scenario 1 Scenario 2 Scenario 3 Scenario 4 Scenario 5
Market Cap 5,000,000,000 8,000,000,000 20,000,000,000 30,000,000,000 45,000,000,000
25% 1,250,000,000 2,000,000,000 5,000,000,000 7,500,000,000 11,250,000,000
Total Outstanding UST 11,280,000,000 11,280,000,000 11,280,000,000 11,280,000,000 11,280,000,000
Value / UST 0.110815603 0.177304965 0.443262411 0.664893617 0.997340426

Please help me to correct my math or way of thinking this through.

– At the current price of 0.11 UST, the market is assuming Terra2 worth 5B. that’s somewhere between the marketcap between Near and Tron.

– If the UST holder wanted a full recover, Terra 2 need to have the value of current BNB now in 2 years times.

– If Terra 2 recover from their preattack market cap, which is around 30B now, UST holder will recover 66%.

2 years is a long time for crypto. But also it would be enough time for the capable team to build a new and valuable L1. What do you think which scenario will have the highest possiblities?

1 Like

Obviously. luna2.0 is released according to the market value of 5 billion!

LUNA 2.0 worth nothing because there is no trust in TERRA ecosystem anymore,
they are trying to get rid of UST liability which is a crime, who will trust any project they create/fork anymore


It’s just a distraction. They bailed out $UST whales first

It s over dude. Nobody will trust the new LUNA,
A lot of hodlers will exit as soon as they cover at least 30% of their lost
Luna had a good market cap in the past because of the stable coin (UST)
Without it, terra is useless

strong text JUST TRASH strong text