D27toevsky

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D27toevsky

D27toevsky

@dstvsy

financial alchemy arc @OFFSHOREonMega

Katılım Mayıs 2024
1.2K Takip Edilen596 Takipçiler
D27toevsky
D27toevsky@dstvsy·
Catrina@dotcuriouscat

RE the token value accrual question of “onchain buyback is dumb, but what’s not”: here are two experiments to run. Neither are completely new in trad biz, but I haven’t seen them cleanly executed in crypto. Precondition: 1. You are a crypto biz generating $10M in revenue in treasury 2. You have launched your token on one or more CEXs (so no liquidity issue) 3. You are not seeking a public market exit (aka optimizing for token value accrual) Experiment A: Spend the majority of net income on marketing to: A1: increase awareness/eminance of your token A2: improve product distribution to grow the business for more revenue Rationale: The two types of token buyers are retail and hedge funds. The former buys based on brand/token awareness (achieved by A1); the latter buys based on revenue and growth potential (achieved by A2). Experiment B: Put net income into an onchain treasury, and token holders can *choose* to redeem a pro rata portion based on their holdings. There needs to be some sort of mechanism to indicate once token holders have claimed their share of the treasury to prevent double spend - the devil's obviously in the details Rationale: This creates game theory: if holders redeem early, they could miss out on the future growth of the pie—that is, future revenue potential. Same if they sell early. This creates a joint incentive for all token holders, including the team and investors, to be long-term and fundamentally aligned with the business’s growth.

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D27toevsky
D27toevsky@dstvsy·
tokenomics/token design/incentives/etc part of my ct article archive bunch of my good reads got scattered over time rebuilding it here drop some recs
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se@seyong·
i will say, a lot of pairs to me feel like $MOG before it did this a simpler time, where you could pick winners and test conviction
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D27toevsky
D27toevsky@dstvsy·
Bottom on pocket books
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D27toevsky
D27toevsky@dstvsy·
@Gutslab Goat. Would be cool to also see allo as %of fdv and est. % circ
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Guts
Guts@Gutslab·
You can check your final allocation at d27exp.xyz Estimated token distribution may still change slightly, but this should be close to what you receive at TGE
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MegaETH
MegaETH@megaeth·
mega aavethena 🤔
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AzFlin 🌎
AzFlin 🌎@AzFlin·
Two new web3 indie games i'm keeping an eye on: 1) @potavers: Single player RTS played on the browser. Still very raw, but the concept of a browser RTS in itself is pretty insane They're hosting a small presale on Tempo's @EnshrinedDEX today. For a new chain, tempo is surprisingly getting a fair bit of traction, and lot of degen projects / volume are springing up there. Maybe degens anticipating $TEMPO airdrop for on chain activity 🤔 2) @xaitoshi_'s clash of perps: Combining a couple of narratives here: perps gamification on top of Pacifica, and farcaster mini apps. Again, gameplay is a bit raw, but I was impressed by how it visually looked. Try here on FC: farcaster.xyz/miniapps/c8tlD… I'm foreseeing an increase in quality games on farcaster tbh, and their team continues to ship (they just introduced "snaps" recently)
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D27toevsky
D27toevsky@dstvsy·
on chain used to be inspiring change imminent
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xbt2027
xbt2027@xbt2027·
@KarlKestis me too but giving up is the ultimate failure and my FRIENDS here reminded me of that
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xbt2027
xbt2027@xbt2027·
PHASE 2 BEGINS address: 0xcD494166a4Fe05c569F6959e9B838E45439258B2 will last for 12 hours at the end of it, interphase 2 begins it will last 12 hours as well i will share the address for refund requests all phase 1 and phase 2 participants will face 27% defection cost
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xbt2027
xbt2027@xbt2027·
game on
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D27toevsky
D27toevsky@dstvsy·
Negotiation curve>bonding curve
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