@Copin_io @GainsNetwork_io In the long run, do you bet on gold or $btc?
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awnyrvan
2.2K posts
awnyrvan
@awnyrvan
connecting the dots in blockchain space
Katılım Temmuz 2009
662 Takip Edilen213 Takipçiler
@GainsNetwork_io Just a temporary hiccup from rising bond rates IMO. When bond rates rises, it compete directly with gold as a safe yield baring asset (vs none from gold).
But in the long run, gold is still a solid anti-inflation asset.
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$1.5 TRILLION wiped out in 3 HOURS.
Gold just had one of its worst 3-hour stretches in recent memory.
Is this a historic buying opportunity, or the start of a full gold collapse?
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Attention, residuals.
Kimi.ai@Kimi_Moonshot
Introducing 𝑨𝒕𝒕𝒆𝒏𝒕𝒊𝒐𝒏 𝑹𝒆𝒔𝒊𝒅𝒖𝒂𝒍𝒔: Rethinking depth-wise aggregation. Residual connections have long relied on fixed, uniform accumulation. Inspired by the duality of time and depth, we introduce Attention Residuals, replacing standard depth-wise recurrence with learned, input-dependent attention over preceding layers. 🔹 Enables networks to selectively retrieve past representations, naturally mitigating dilution and hidden-state growth. 🔹 Introduces Block AttnRes, partitioning layers into compressed blocks to make cross-layer attention practical at scale. 🔹 Serves as an efficient drop-in replacement, demonstrating a 1.25x compute advantage with negligible (<2%) inference latency overhead. 🔹 Validated on the Kimi Linear architecture (48B total, 3B activated parameters), delivering consistent downstream performance gains. 🔗Full report: github.com/MoonshotAI/Att…
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I just updated a comp sheet on $AVNT against other projects and this happened!
30% of daily trading fees for buy-back & burn is crucial for long term token alignment as a revenue generating project with Base token coming and Clarity Act happening,
undervalued.
Avantis@avantisfi
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Only 0.2% of all tokens have a systematic, revenue-linked buyback + burn and @avantisfi just joined that list.
➥ Crossed $20M in cumulative fees
➥ Quarterly revenue sits at $711K (Q1 '25) → $7.95M (Q4 '25)
➥ Q1 '26 at $3.75M already
The structure matters here as every dollar of fees has a job👇
1. LPs who take the risk get paid first
2. The team only keeps enough to stay operational
3. Whatever's left goes to buying and burning $AVNT, every 6H
Burns come last in the priority stack not first, making that a longterm working flywheel.
h/t to @DefiLlama for the data
Avantis@avantisfi
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@0xWenMoon Absolutely. Oil is the new $BTC
But, choose your trading platform carefully
x.com/gainsnetwork_i…
gTrade | Gains Network 🍏@GainsNetwork_io
“0% fees” doesn’t always mean cheap trading. If you’re trading oil, execution costs matter. $50k WTI market order as of today: • gTrade → $36 • Lighter → $50 • Ostium → $252 Low fees. Tight spreads. Lowest execution costs. Up to 150x leverage for the degens among us.
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Oil has been more interesting to trade in the last 48hrs than ETH in the entire last 4 years 😩
The Kobeissi Letter@KobeissiLetter
BREAKING: President Trump says “I think the war is very complete, pretty much.” Oil prices officially turn negative on the day, erasing a gain of +30%, in one of the largest daily reversals ever recorded.
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@0xWenMoon If you dislike this, you’d appreciate the beautiful token design of $GNS
And they have bought back and burnt 35% of their full supply in last 15months with real revenue.
x.com/awnyrvan/statu…
awnyrvan@awnyrvan
@RyanSAdams @AcrossProtocol @hal2001 One beautiful case is $GNS though. Most traders lose money over time. That’s why GTrade was designed to act as the counterparty to all trades. When traders lose → platform earns When traders win → platform pays Three layers of protection ensure we can always cover wins. 🧵👇
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Actually disagree with this take, as a builder
I feel like somewhere along the way “tokenise everything” became a misguided goal
When I joined crypto, there was an idea of “token minimalism”.
The idea that, not everything needs to be tokenised 😅
End of the day, a token is a tool. It should in theory provide the team a valuation boost thanks to liquidity.
But if the token is hurting the projects growth, which seems to be the case for Across, then I commend them for taking that bold move since they have the cash to do it
Not everything needs to be tokenised.
I actually hope MORE teams think carefully before racing to attach a shitcoin to their project in the future.
Ignas | DeFi@DefiIgnas
I dislike this Across proposal so much: converting $ACX tokens to equity. Huge failure of crypto, especially if it becomes a new trend. It feels like a betrayal of the crypto spirit: investment access for everyone, anywhere, globally. US investors under 5M ACX need accredited investor status to participate in the equity exchange. ACX stops being freely tradable on DEXs. If they ever IPO, that liquidity goes to TradFi instead. It should be the reverse: tokenize equity. That would be progress for the industry. Yet the reasons for conversion are telling: - They believe the token is undervalued - They can't do effective BD as a DAO without a legal entity The founder said: "having a token generally hurts more than it helps." I hope other DAOs won't follow them. Especially Polymarket if they skip token altogether.
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@RyanSAdams @AcrossProtocol @hal2001 Key fact: GTrade has never been under-collateralized since the Luna event.
That’s a 3.5-year streak (and counting) of rock-solid risk management.
This design turns trader behavior into sustainable protocol strength.
What do you think of this counterparty model? $GNS #gTrade
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First, respect to @AcrossProtocol for optimizing for the best interests of investors. Rare and much needed integrity in crypto.
Second, the fact that @hal2001 and his crypto native team have concluded that - "having a token generally hurts more than it helps" is a sad reflection on the current state of our tokens.
I don't disagree, it's just sad.
Not the vision we hoped for.
But the reality is our tokens don't have rights, alignment, fiduciary responsibilities, and the market is discounting them accordingly. (Possibly, over discounting them).
We are ceding ground on tokens today. One day, maybe we'll gain it back. But today is not that day.
hal2001.hl@hal2001
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$15m annual revenue and $175m FDV
Or, $20m annual revenue and $17m FDV?
Which one?
Bape@Bathingape05
Burn baby, burn. Recent 4% airdrop supply seems to have been well absorbed by the market. Meanwhile, @Avantisfi is still generating around $15M in annualized fees and $AVNT is holding up fairly well in the circumstances. Now add the fact that systematic buybacks are LIVE, with 30% protocol revenue directly going toward buying back and burning $AVNT At around $48M market cap, this looks like one of the more interesting R/R setups among Perp DEX and Base tokens right now.
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And they are not DCAing $GNS, even though $GNS is the daddy of the game cantos just registered to play. Shilling can and should be less obvious than this.
x.com/awnyrvan/statu…
rb3k@rbthreek
Big news from @avantisfi today, I’ve been DCAing $avnt for a few weeks now think this one is a good long term hold
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@cryptolaanie Just make sure you choose the right venue.
Cheapest
Most robust price feed (no wicks)
x.com/gainsnetwork_i…
gTrade | Gains Network 🍏@GainsNetwork_io
“0% fees” doesn’t always mean cheap trading. If you’re trading oil, execution costs matter. $50k WTI market order as of today: • gTrade → $36 • Lighter → $50 • Ostium → $252 Low fees. Tight spreads. Lowest execution costs. Up to 150x leverage for the degens among us.
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saved myself from liquidation and added more margin to the trade…
NOW $20,000,000 SHORT ON OIL
SEND THIS USELESS OVERVALUED COMMODITY DOWN TO $0
Laanie@cryptolaanie
SHORTED OIL AGAIN HERE @ $92.50 $5,000,000 POSITION VALUE $135,000 IN MARGIN 40X LEVERAGE
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@0xSehaj What’s your take on @GainsNetwork_io who has been running a buyback and burn program with more than half of their revenue for more than a year? Supply in full circulation and has come down from 38mil to 24.9mil now.
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Out of ~15,000 listed tokens on Coingecko, fewer than 100 (0.6%) have any buyback program (discretionary or systematic).
Proud to see $AVNT enter an even more selective subset: fewer than ~30 tokens (0.2%) with a systematic, revenue-linked buyback and burn program.
The @AvantisFdn team has been working tirelessly to create a meaningful connection between Avantis and $AVNT. With systematic buyback and burn enabled, here’s what’s next:
- $AVNT staking utility: trading fee discounts for our most loyal users.
- Avantis V2: Advanced order types, new derivatives and a much larger universe of RWA assets, built on @base.
Onwards📈
Avantis@avantisfi
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@eightlends @DeFiVoyager_X @paradex @avantisfi @GainsNetwork_io @OrderlyNetwork I think the one that stands out is @GainsNetwork_io - fully unlocked. That’s what you want while entering - no more unlocks to dump in you. Anton top, deflationary is an added bonus I guess
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@DeFiVoyager_X @paradex @avantisfi @GainsNetwork_io @OrderlyNetwork markets really love comparing fdv to actual volume
unlocks and liquidity matter too
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40M FDV for Paradex looks cheap until you compare it with perps DEXs of similar size.
@paradex
– ~100M daily volume
– 40M FDV
@avantisfi
– ~350M volume
– 150M FDV
@GainsNetwork_io
– ~67M volume
– 19M FDV (fully unlocked, deflationary)
@OrderlyNetwork
– ~68M volume
– 54M FDV
@dYdX
– ~178M volume
– 83M FDV
@GMX_IO
– ~167M volume
– 68M FDV
These projects survived multiple bear markets and kept running while making money.
At the same time Paradex infrastructure still breaks often and I’d say that risk isn’t priced in.
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