https://youtu.be/52Gcbz24Fak
This week, I released a blog post outlining where I see LEO headed by 2035. The goal is ambitious but achievable: a $10B market cap, which would value each LEO at around $350+ per token (when accounting for the 30M Max Cap supply and some level of burns that happen between now and then from LeoBridges).
This long-term vision rests on 4 key pillars that work together to create compounding economic growth: 1. LeoDex – The flagship application that brings in USDC (external capital) and powers the entire economy 2. LeoMerchants – Scaling to $1B+/year in real-world crypto payment volume 3. Leo Premium – Growing to 10,000+ monthly subscribers, driven by AI-powered features 4. LeoAI – Launching 100,000+ modular AI agents, enabled by real-time data from InLeo and operating across the web to do anything a user wants them to do
The big idea is simple: every $1 of USDC flowing into LEO becomes $10 of economic activity across LeoDex, Merchants, Premium, and AI. LeoDex acts as the lead domino — powering transactions, bridging value, and enabling all other verticals to scale.
By combining broad-based inflows (LeoDex), real-world adoption (Merchants), recurring subscription revenue (Premium), and AI innovation (Leo AI), we’re building an economy that compounds in strength over the next decade.
The key way to measure our success? Net Economic Inflows (NEI). I talk about that in my blog post and in this clip from this week's LEO AMA.
Timestamps: 0:01 – Blog post + $10B vision 0:20 – Why LeoDex is the lead domino 1:10 – Scaling Leo Merchants to $1B+ 3:00 – AI Agents + Marketplace vision
Posted Using INLEO