HOLD

Maple Finance (SYRUP)

Institutional private-credit leader with a record ~$2B loan book, a Kraken on-chain warehouse (Jun 25) and a Revolut listing (Apr 30, UK/EU). But the 1.6x price-to-fees pitch uses gross fees; the token keeps ~$12-13M revenue, so it trades ~14x. Core Foundation injunction unresolved.

Ranked 8th of 251 rated tokens. Scoring pass 11 Jun 2026.

Score
168/250
8th of 251
Percentile
97.2%
of the rated universe
Circulating
93.5%
6.5% of value still to vest
Off all-time high
n/a
EthereumERC-20+93 since last pass
01

What the numbers say

SYRUP scores 168 of 250 across the 25-variable framework, which places it 8th of 251 rated tokens and inside the top 5% of the set. The framework verdict is HOLD.

SYRUP is a top-10 name in the set on 4 variables. The score rests on TVL Trend 9/10, 1st of 251, Buyback and Burn 9/10, 2nd of 251, Team Execution 8/10, 3rd of 251 and Real Staking Yield 7/10, 5th of 251.

93.5% of eventual supply is already circulating, so vesting is not a live risk for SYRUP. Price has to be justified by demand rather than absorbed against a cliff.

The framework score gained 93 points against the previous pass (75 to 168). Revisions of this size follow a change in the underlying variables, not a change in price.

02

25-variable breakdown

Each variable is scored 1 to 10 and ranked against every other rated token, so a 7 that ranks 20th means something different from a 7 that ranks 180th. The rank is the part that is hard to get anywhere else.

Cash flow

Cash flow variables for SYRUP, scored 1 to 10 and ranked against 251 tokens
Protocol Revenue
710th of 251
Revenue Trend
76th of 251
P/S Multiple
79th of 251
Real Staking Yield
75th of 251

Supply

Supply variables for SYRUP, scored 1 to 10 and ranked against 251 tokens
Supply Inflation
643rd of 251
Vesting Schedule
659th of 251
Circulating / FDV Ratio
910th of 251
Buyback and Burn
92nd of 251

Ownership

Ownership variables for SYRUP, scored 1 to 10 and ranked against 251 tokens
Smart Money Flows
712th of 251
Insider Selling
78th of 251
Holder Concentration
510th of 251

Traction

Traction variables for SYRUP, scored 1 to 10 and ranked against 251 tokens
TVL Trend
91st of 251
Active Users
538th of 251
Developer Activity
633rd of 251
Network Growth
712th of 251

Position

Position variables for SYRUP, scored 1 to 10 and ranked against 251 tokens
Market Share
720th of 251
Competitive Moat
714th of 251
Institutional Adoption
89th of 251
Exchange Depth
4157th of 251
Social Mindshare
541st of 251

Risk

Risk variables for SYRUP, scored 1 to 10 and ranked against 251 tokens
Regulatory Safety
652nd of 251
Catalyst Calendar
715th of 251
BTC Alpha Potential
513th of 251
Team Execution
83rd of 251
Treasury Runway
711th of 251

The vertical tick on each bar marks the median score across all 251 rated tokens, so a bar ending left of the tick is below the universe on that variable.

03

Catalyst and risk

Next catalyst

$100M ARR target 2026, 25% revenue buybacks, institutional DeFi lending leader

Principal risk

Credit default risk (2022 FTX/Alameda losses), Core Foundation injunction unresolved, ARR is projection not achieved

04

Market and supply

Pricenot published
Market capnot published
Circulating supply1,163,296,772
Eventual supply (total supply)1,244,677,492
Dilution to full supply1.07x
Total value locked$2.50B
Listed onBinance, Coinbase, Bybit

We couldn't match SYRUP to a live market row, so no price, market cap or all-time high is shown. Publishing the figure recorded at the scoring pass would mean putting a months-old number next to analysis that looks current. The 25 scores below stand on their own.

05

Tokens with a similar profile

These are the closest matches to SYRUP measured on the shape of all 25 variables after removing overall quality, so what they share is a pattern of strengths and weaknesses rather than a similar size or price.

06

Sources

  • [Maple Finance Q2 2025] $100M ARR is forward run-rate projection (Q4 2025 peak), not achieved ARR
  • [Maple Finance] 767% AUM growth in 2025 ($516M to $4.59B)
  • [Maple Tokenomics] 25% of all revenue goes to SYRUP buybacks (not 20%)
  • [CoinDesk] Sidney Powell (CEO, ex-NAB $3B bonds), Consensus 2026 speakerlink dead, claim unverified
  • [DefiLlama] Maple TVL ~$2.5B / borrowed ~$2.1B; fees vs revenue
  • [Kraken] Kraken on-chain warehouse facility (Jun 25 2026)
  • [The Defiant] SYRUP on Revolut, UK and EU (Apr 30 2026)

One source link above no longer resolves, so we stripped the hyperlink rather than leave something that looks like evidence until you click it. The claims stay visible because they are part of the research record, but treat them as unverified. Every link was rechecked 6 Aug 2026.

07

Common questions

What is the Early Thunder score for Maple Finance (SYRUP)?
SYRUP scores 168 out of 250 on the 25-variable framework, ranking 8th of 251 rated tokens (top 5%). The framework verdict is HOLD.
What are SYRUP's strongest fundamentals?
SYRUP ranks highest on TVL Trend 9/10, 1st of 251, Buyback and Burn 9/10, 2nd of 251, Team Execution 8/10, 3rd of 251 and Real Staking Yield 7/10, 5th of 251. Ranks are measured against all 251 tokens in the same scoring pass.
How much SYRUP supply is still to enter circulation?
93.5% of eventual SYRUP supply is circulating today, leaving 1.07x the current float still to arrive. At a flat price per token that is 6.5% of fully diluted value ahead of current holders.
Which tokens have a similar profile to SYRUP?
Measured on the shape of all 25 scored variables rather than on price, the closest matches to SYRUP are ETHFI (162), MKR (177), SKY (141) and ACX (137). Similarity here means the same pattern of strengths and weaknesses, not a similar market cap.
What is the next catalyst for SYRUP?
$100M ARR target 2026, 25% revenue buybacks, institutional DeFi lending leader

Keep reading

Research and analysis, not investment advice. Scores are one framework applied consistently across 251 tokens, not a prediction of price.