Sabitlenmiş Tweet
Emperor Osmo 🐂 🎯
42.2K posts
Emperor Osmo 🐂 🎯
@Flowslikeosmo
Data Maxi | Research | Prev Marketing: @Osmosiszone @artemis | Friend of @GREEND0TS | Market Insights👇
Crosschain Katılım Mart 2021
1.8K Takip Edilen90.8K Takipçiler
I ran another screen to identify potential market opportunities.
The criteria:
Vol spike with flat/declining TVL = demand outrunning supply → thinner books → rising price impact → LPs still lagging.
This is the "pre-crowd window."
Weekly Volume/TVL growth:
1. $JOE +147%/ TVL -1.2%/ 30d was −34% → sharp fresh reversal
2. $STON +114%/ TVL +8%/ 30d was −18% → fresh reversal
3. $ONDO +94%/ TVL +2%/ 30d was −5% → reversal on $3.6B TVL
4. $AERO +73%/ TVL 6.4%/ Volume accelerating
5. $LISTA +65%/ TVL +0.2%/30d was +54% → sustained acceleration
6. $PENDLE +47%/ TVL -10%/ Still seeing rotation
7. $HYPE +38%/ TVL -7.7%/ Perp volume rising on shrinking vault deposits
8. $CRV +45%/ TVL +0.8%/ Stablecoin routing demand surge
9. $FLUID +31%/ TVL 5.6%/Lending+DEX composite growing together
Capital rotation still largely looks like this:
Solana → Base + ETH native protocols
With AI/RWAs/x402/DeFi outperforming.
English
What do you think a fair valuation for $ETH is?
And what metrics would you use?
English
English
@Flowslikeosmo @cosmoshub @osmosis about to CC you on a post where i made a video about one of your nice threads!
English
The @cosmoshub SHOULD NOT consider any deal for @osmosis unless they have a plan to SCALE it massively.
Who in Cosmos has the ability to do this?
$ATOM $OSMO
Grey Ledger@Airdrops_one
"we will not budge" is a seller's posture. are there competing offers for @osmosis? if the @cosmoshub is the only bid, the community pool is the entire market for this deal. that changes what "reasonable" means. vote with your $ATOM 🫡
English
Emperor Osmo 🐂 🎯 retweetledi
Etherfi has enough cash / profits to be extremely aggressive with buybacks AND fund whatever growth ideas they have
$100k/day for a few months is warranted and far below the $50m they already committed
Doesn’t make sense to me tbh - they were chucking millions at the token when prices were double
But now that they’re halved to 40c it’s $30k every few days if we’re lucky
English
Adding expenses to the $ETHFI valuation:
- $15.1M in gross fees, but ~77% flows directly to stakers and card users
- Net earnings: $3.48M/month → $41.8M "annualized."
- Earnings margin: ~22.8%
Morpho: Unfprofitable (-5.5% margin) $1.03B mcap
Lido: 13.2x P/E, 10% margin $277M mcap
EtherfI: 8.3x P/E, 22.8% margin $348M mcap
ETHFI is trading at a discount to $LDO at a 2x margin profile.
I still think even with expenses, Etherfi is a better buy.
Emperor Osmo 🐂 🎯@Flowslikeosmo
I think the market is discounting multiple businesses at the current stage. Looking at @EtherFi $ETHFI - LRT Market Dominance of +60% - Fortress Tokenomics (fixed 1B supply, zero inflation, dual buyback engine generating $16-24M/year) - Cash Card pivot $4M earned in its first 8 months - $ETHFI -94.8% from ATHs ~$0.44 - $15.1M fees in 30 days ( second highest besides Lido with $44.6M) - P/F ratio: 1.92x vs. Morpho: 7.38x The $60M target (15x from the current amount earned) for Card Revenue shows just how unproven and early Crypto Cards really are. Fee growth despite TVL dropping. Price hasn't caught up yet. Probably worth accumulating down here.
English
@dcfgod @KoppKnows Actually is there a reason why the buybacks slowed down meaningfully?
English
@KoppKnows @Flowslikeosmo If you won’t even buy your own token at prices where you think it’s undervalued based on fundamentals
Why should anyone else?
English
@ProlabCH @0xDeployer Good alpha, been adding over the past few days.
English
$agbets dev shipping agentic skills plus mcp is the next step in the process towards enabling @0xDeployer’s ‘agents fund themselves’ vision.
still think this is a sleeper sub 100k market cap.
we mostly dipped as the x got suspended but expecting it to be fixed eventually.
viraz.eth@Viraz04
agentic bets skills and mcp server out soon ⏳ keep your agents ready 🤖
English
I am starting a substack to compete against @0xSmitty
English
Fastest horse in DeFi in my opinion when markets regain strength
Aerodrome@AerodromeFi
Net Emissions vs Holder Revenue ✈️ Aerodrome has generated ~$20M in revenue while emissions exceeded locks by just ~1.5M $AERO YTD. Generating revenue while only marginally increasing circulating supply.
English
Anthropic just cut agent API access. One day's notice. Before that, a single session was burning $1K–$5K/day on their closed infrastructure.
This is what open source AI got wrong: 2.7M models sit on Hugging Face, but running them in production still routes through 3 companies' servers, their pricing, their outages, their rules.
The model is open. Everything underneath it isn't.
@OpenGradient is building the execution layer that has always been missing (decentralized, verifiable, with no single point of failure).
The full stack is live: a trading agent, portable AI memory, and an open model hub anyone can publish to.
Cap table: a16z, Coinbase Ventures, Balaji, Polygon's co-founder. The people who show up early to the infrastructure plays that actually matter.
Closed providers are making the case for this every time they change the rules or have an outage.
This problem isn't going away; it's getting louder. OpenGradient is sitting exactly where it needs to be.
OpenGradient (∇, ∇)@OpenGradient
Open models are growing fast, but they don’t make AI open by default. If inference remains centralized, execution stays opaque and unverifiable. At OpenGradient, we’re focused on verifiable execution, separating execution from verification and enabling cryptographically validated inference. Brilliant work by @FourPillarsFP breaking this down. Full report 👇
English