TM

@DeFimorphosis @ssmccul @Haikutrading @USDai_Official oh i thought you mean me lmao. i’ve been chatting with @0xZergs he’s aware of the issues but im relatively sure they wont fix it properly short term

@TMtheOG @ssmccul @Haikutrading @USDai_Official @ssmccul do you rather have @USDai_Official equity or token?

ethereum:0x0c1c1c109fe34733fca54b82d7b46b75cfb71f6e could genuinly be one of the bigger success stories in crypto if they just adress the tokenomics issues. @USDai_Official

@DeFimorphosis @ssmccul @Haikutrading @USDai_Official I barely troll these days.

@TMtheOG not sure he’s trolling Currently how $CHIP holders benefit @USDai_Official success? I saw on the roadmap: revenue control towards sCHIP Then took a look and found there’s only 1.45% of the circulating supply staked 🫠 CHIP is a billion dollar token trading at 60M because we don’t see the willingness of the team to fix the token

this is the reason im in the winning coins and others are not.

@Lenny51456285 already happening

@TMtheOG But when the shake out ?

gut says Clarity Act is about to go through and they’re trying to shake out everyone right before

@Lenny51456285 probably not.

@TMtheOG What you mean shake out? You mean going back to something like 50s and then reversal back ?

@Flowslikeosmo no i was talking about real revenue defi projects. shady ones are gonna die soon

@TMtheOG No doubt, nothing wrong with price front running fundamentals. Just something to be aware of.

DeFi's Q3 rally decoupled from revenue. Most of the top performers this quarter moved on narrative, not fees. $VELVET was up 487% despite generating $0 in revenue. $DEXE also rose +312% with no tracked revenue either. Across the 57 largest DeFi tokens, the correlation between price returns and 90 day revenue growth was just 0.29. The correlation between price and total revenue was actually negative at -0.09. Even more telling: > Tokens with tracked revenue returned an average of 25.7% this quarter. > Tokens with no tracked revenue returned 28.3%. Just generating revenue gave investors no advantage. Some of DeFi’s highest-revenue protocols rallied even as their businesses slowed: > $HYPE: price +49%, revenue -9.7% > $JTO: price +110%, revenue -53.7% > $LIT: price +144%, revenue -43.1% > $JUP: price +25%, revenue -33.9% The market was willing to look past shrinking revenue and price in future growth, tokenomics updates, upcoming catalysts, or a stronger narrative. Fundamentals only seemed to matter at the extremes: > $PENDLE: price +44%, revenue +38% > $RAIN: price +85%, revenue +857% > $EDGE: price -57%, revenue -66% When the business suffered a dramatic change, price generally followed. For everything in the middle, revenue and price did not matter. This quarter was driven by expectations, positioning, and narrative. Current cash flow was mostly background noise.

@Flowslikeosmo they will do even better in the near future

@TMtheOG The top performers were shady tickers, but even the non "shady" ones did well. That was the point of the post.

if you want to make money trading crypto, read this

@TMtheOG "TradFi does not care about whether something is ideologically pure. They care whether infrastructure works, whether it reduces costs and operational complexity and whether they still maintain ownership and control over meaningful parts of the stack."

@pendle_fi pendle would be so great if it had a proper token/equity structure

Buybacks for ethereum:0x808507121b80c02388fad14726482e061b8da827 passed 2M 🔥 All these within just 6 months since sPENDLE launched ➢ ATH ethereum:0x808507121b80c02388fad14726482e061b8da827 staked ➢ Emissions cut by 71% - double the initial 30% target Fees, buybacks, airdrops...sPENDLE working hard for its stakers 🫡

@alexgedevani lol completely different times.

if Amazon started as a crypto firm, ppl would've wanted a token on day 1 and 99% focus on value accrual Amazon spent ~9 yrs maximizing size of the pie before worrying about maximizing its take of the pie Crypto often tries to maximize take of the pie before the pie exists

@blancxbt Agree

would have loved to see France - Spain in the final as i believe these are the 2 best teams at the current world cup but still glad i can watch it in the semis id say 70% chance we see France - England in the final with France winning the cup 🇫🇷🇪🇸🏴󠁧󠁢󠁥󠁮󠁧󠁿🇦🇷

@DompteurM that's a scam. they basically use their model to hard rug retail

@TMtheOG Thought you were talking about having a token+equity model here, like vvv

optimal token/equity model: all rev into token . project doesn't make rev? bad . narrative must be futuristic, almost intangible ( quantum , humanoids,... ) crypto is the future . the future is now restructure or die, loser

@DompteurM ?? their token = equity as soon as the regulations are there for it, that's the sole reason for hyperliquids existence

@TMtheOG would you find it bullish if hl added equity to their model?

i will brute force the crypto market into token/equity models the current shit isnt investable

hybrid model ? for what ??? money laundering and hidden cheques no revenue ? no profitmaxxing . why do you even have a token then ? raise privately retardio no ones gonna bid that . Hyperliquid