MB 🦇🔊
49.1K posts

MB 🦇🔊 retweetledi
MB 🦇🔊 retweetledi

not much value prop right now
I get the fees, but at what price?
Right now anyways, most of the $bnkr volume flows through the aerodrome pool, not the original pool
and to give you an idea, 125m in volume when through the original V3 uni pool past 6 months. Can't remember the breakdown for these clanker versions, but let's say 60% bnkr / 40% clanker, that is like $0.5 or $1m annualized (assuming 100% of that pool is the original liquidity, which I doubt it is)
How much is bnkr willing to pay now for these future fees?
Would bnkr get more value from investing what they would spend to buyout their clanker + eco fees or investing it to grow what they offer to those using the bnkr eco? i.e. I know DIEM price increased a lot, but would buying DIEM and offer free or discounted inference to bnkr stakers / ecosystem builders be better?
So to me, I just feel like the price paid today for future fees would probably come as a hefty price, but I could be wrong obviously 😂
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@mathburn666 like what is the value prop for clanker going forward other than just benefiting from volume on bankr eco tokens going forward?
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MB 🦇🔊 retweetledi

@dippy_eth $SPCX carries the 6900 energy.
4200 is the new meta.
0xa17f383786Cf2241AffE41B130d8C373fDb34574
@SpaceX4200_eth

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Also GM to the @base trenches
(another $bnkr eco banger)

MB 🦇🔊@mathburn666
The fact that $GITLAWB does not even show up as trending on @dexscreener just shows you how broken their system is Time for someone to build a competitor, with a token where value accrues, so we can all start cheering for our bag and stop this constant exodus of money out of our system
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The fact that $GITLAWB does not even show up as trending on @dexscreener just shows you how broken their system is
Time for someone to build a competitor, with a token where value accrues, so we can all start cheering for our bag and stop this constant exodus of money out of our system

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@0xPuterWiz yeah it's been a no brainer DCA, even at current levels the odds of it repricing higher in the future are good imo
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I've decided to move on from working on Clanker - there's more I want to build.
I'm grateful to the Clanker community for trusting an experiment that had no right to scale the way it did, to the creators who turned attention into funding and reminded me how motivating it is to help people succeed, to the Farcaster community for the feedback loop, and to everyone who deployed, traded, or just shitposted a token along the way.
Building this taught me what it actually takes to make something people care about and operate systems at scale.
Whatever comes next, I'm leaving with sharper instincts and a better sense of the kinds of problems and people I want to spend my time around.
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MB 🦇🔊 retweetledi

The market is pricing @EtherFi as a restaking protocol. The revenue mix stopped being that in December.
$ETHFI
- Cash card revenue surpassed staking as the primary income source in December 2025
- $2M/day in card spend, with 70K active cards, doubling every two months.
- P/F ratio: 1.97x vs Ethena: 200x
- $247M in trailing 12-month fees on a $388M market cap
- Buyback program verified on-chain with 6 distributions to sETHFI stakers since Nov 2024. $2.5M deployed in March 2026, funded by 30% of monthly revenue + $50M treasury allocation.
- TVL is down 44% from peak, but fee generation is not following.
- $ETHFI -94.6% from ATH at $0.46
Payment protocols command fintech multiples.
Restaking protocols get 2x fees. The re-rating has not happened yet.

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MB 🦇🔊 retweetledi

@Bish50496256 @tybasegod @mathburn666 Oh B cant you see
Our we cannot B
For not B we not he
tybg we are he and
one day the B will B
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MB 🦇🔊 retweetledi

Only a matter of time before this happens daily. Bizarre that this thing continues to be possibly the most undervalued piece of infrastructure in the world. 🐮💤🐮 $LINK
Chainlink@chainlink
NEW: Leading crypto exchange @krakenfx is deprecating its legacy cross-chain provider and migrates to Chainlink CCIP. Starting with kBTC, all current and future Kraken Wrapped Assets will use CCIP for secure distribution across blockchains and global markets.
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MB 🦇🔊 retweetledi

Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer! Taxer!
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