The Node Network

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The Node Network

The Node Network

@TheNode_Network

Mastering the bridge between TradFi, DeFi, and Crypto. 🌐 Market news, expert interviews, and education. Connect the dots with The Node Network.

Katılım Eylül 2022
1.1K Takip Edilen3K Takipçiler
The Node Network retweetledi
Hunter Eagleman™
Hunter Eagleman™@Hunter_Eagleman·
I’m dead!! 🤣💀
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Brian
Brian@BrianInCrypto·
how can I short @CantonNetwork $CC? behind closed doors, the biggest institutions in the world will admit they are not looking to build on it
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🏴‍☠️Shareholder🏴‍☠️
@TheNode_Network @40k_Marine @chainlink So yes, token holders aren't sharing directly in the company value, but the Company being healthy is a harbinger of network adoption.....In the event the token is in higher demand one day, it won't be at these prices...On the other hand the network could fail to attract users.
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marine
marine@40k_Marine·
🚨BREAKING !! 🚨 @chainlink just released it’s Q1 financials, and reports a staggering $135 Million in Q1 earnings. Making it one of the most profitable #Crypto protocols $LINK repricing imminent
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The Node Network
The Node Network@TheNode_Network·
100% agree on that point. I will stress however the priority remains evaluating tokenomics: understanding the token's function, its connection to protocol revenue, and whether holders benefit from a direct profit-sharing model or a model that allows for we the token holders to share in the success indirectly.
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🏴‍☠️Shareholder🏴‍☠️
All understood. You do acknowledge, "While the Chainlink Network itself is a decentralized ecosystem of independent node operators, Chainlink Labs acts as the core engineering organization that builds the infrastructure, protocols, and specialized services used by those nodes and their end-users."
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Rand Group
Rand Group@cryptorand·
While $AAVE saw a -44% TVL decline other projects like $ONDO, $CFG and $HYPE benefited from it
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The Node Network
The Node Network@TheNode_Network·
@Flowslikeosmo We are about to talk about this on our live show. This has made clear fundamental flaws in many protocols that need to be addressed
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Emperor Osmo 🐂 🎯
Emperor Osmo 🐂 🎯@Flowslikeosmo·
After the dust settles with the rsETH hack, the question for me is what is the fair value for $AAVE - TVL has fallen significantly, dropping from over $36B in mid-January to under $17B today. - Weekly protocol revenue has plunged 62% before rsETH liquidations temporarily reversed it. - BGD Labs, the team behind Aave V3, exited in early April. Today's $4.35M in daily fees is liquidation fees, which are temporary. At $93, $AAVE is roughly fairly valued on trailing 365 day numbers, P/S 11.4x on $123M rev. If revenue stays at $73.9M, that implies a P/S of 18.9x; the bear case is ~$39–$81. On the bright side, you have a $50M annual buyback program that's live, $1.4B mcap, that's a 3.6% buyback yield. Arbitrum recovering some of the stolen funds helps with the bad debt Aave had. TBD on Aave Pro + Aave App + Horizon + Aave Kit, increased adoption with revenue directed at $AAVE holders If these go well, the bull case is $225 The question for me is whether the TVL cash is temporary and not a market-wide deleveraging. Personally, I think the grave dancing is overdone.
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The Node Network
The Node Network@TheNode_Network·
@firearmvideos SO they got rid of guns, now knives, so whats next? At what point is it not the object? When do they admit its just bad people will do bad things?
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Canton Network
Canton Network@CantonNetwork·
Broadridge processes $250 to $400 billion in US Treasury repo daily on Canton. Across the network, physical commodity settlement, life insurance, and home loan underwriting are live. DEXs and AMMs are generating around $3 million in fees regularly. @Wesarn_real explains.
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The Node Network retweetledi
Nick Sortor
Nick Sortor@nicksortor·
🚨 HOLY CRAP! FBI Director Patel says leftist NGO Southern Poverty Law Center, which has now been indicted, was using donor to pay leaders of the KU KLUX KLAN to stage "HATE CRIMES" "They used the FRAUDULENTLY raised money by lying to their donor network—THOUSANDS of Americans—to go ahead and actually PAY the leadership of these supposed violent extremist groups. "Furthermore, our investigation revealed that the Southern Poverty Law Center—on TOP of perpetuating this widespread decade-long multimillion dollar fraud—conducted more criminal activity. They attempted to HIDE their criminal activity from our financial banking network. They set up shell companies and entities around America so that the financial institutions that we rely on as everyday Americans were DECEIVED in believing that money was NOT coming from the Southern Poverty Law Center in the perpetration of this scheme and fraud, but rather fictitious entities they stood up to perpetuate this ongoing fraud." @FBIDirectorKash
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Firearm Videos
Firearm Videos@firearmvideos·
So confused… Glock owners do you do this?
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