Ronaldo rodrigues
16 posts

Ronaldo rodrigues
@still2203
Working at a pet clinic. 🐶 Stressful but worth it
Katılım Ağustos 2010
5 Takip Edilen3 Takipçiler

$FLR burns could be bigger than you think.
Under FIP.16 fee burns go from 15M to 300M FLR per year, a 20x increase. (Based on historical volume).
That doesn’t include future product launches, new integrations, new vaults, new fassets, new RWAs, FCC, Uphold, FireLight, you get the picture.
With modest growth, future burn volume may actually look more like:
Year 1: 500M burn
Year 2: 1B
Year 3: 3B
FIRE/MEV could add another:
Year 1: $0.5M - $1M
Year 2: $1M - $6M
Year 3: $5M - $10M
Adding another 250M to 1B burn, annually.
With annual inflation at or below 3B, $FLR becomes deflationary pretty quickly.
Good, but is it radical?
What would FIRE look like if we hit Hugo’s goal of 5B fXRP? This is where it gets interesting.
If Flare hits 5B in year 3, (a 32x increase from 155M now), a realistic base case for FIRE looks more like $40M - $80M per year. MEV becomes significant once TVL reaches Billions.
And that’s just fXRP. Imagine similar TVL growth for fBTC, fDOGE, and more.
At this scale, combined gas burns + FIRE buybacks could easily make supply STRONGLY NET DEFLATIONARY, and would have a HUGE impact on the price of $FLR.
My guess is, long term, the buybacks will offset the annual inflation, creating neutral inflation year over year. And to do that, the price would have to increase, A LOT.
I suspect Flare has run numerous models where fXRP, fBTC, and other fassets hit wide scale adoption, and the FIRE/MEV capture looks RIDICULOUS! (They just can’t share that publicly).
I remain hopeful.
@FlareNetworks @HugoPhilion
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Ronaldo rodrigues retweetledi


@Its_hefner Road to 20k looks promising, Hefner is truly a legend for setting this up
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@NousResearch wait does this mean agents only pull tools when they actually need them? that's a pretty big shift from loading everything upfront
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@micro_michael @AuiAuiAuii96595 @0xQuantic @micro_michael right but explaining it clearly would mean they'd have to show actual working product instead of diagrams
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@AuiAuiAuii96595 @0xQuantic @AuiAuiAuii96595 basically means you don't need to trust a middleman, the protocol handles verification. but fair question, they never explain it clearly
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A long-term problem for blockchains is fragmentation.
Liquidity, users, and assets are spread across different ecosystems, and some of the largest assets were never designed for smart contract programmability.
So the networks that matter will not only be the ones with the most activity inside their own ecosystem.
They will also be the ones that can connect external assets, verify external events, and bring non-smart contract assets into programmable markets with minimal trust assumptions.
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@Fin_Prs @HugoPhilion @CryptonistNord @SchwetyBigBags @0xQuantic they need a real growth strategy not just "if you build it they will come"
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@HugoPhilion @CryptonistNord @SchwetyBigBags @0xQuantic The deflationary narrative requires massive adoption that hasn't materialized. Where is the growth plan beyond hoping people use the network?
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@HugoPhilion @CryptonistNord @SchwetyBigBags @0xQuantic sounds great on paper but where's the actual usage data
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I can confirm that the more the ecosystem is used 1) The more transaction fees are burned 2) The more protocol fees are captured (and sent to FIRE) 3) The larger MeV capture becomes. (With MeV earnings also sent to FIRE)
The largest part of FIRE’s mandate is to buyback FLR.
The initial goal is to reduce inflation beyond the existing reduction of FIP16. The ultimate goal is that the ecosystem grows large enough such that through these three mechanisms the network becomes deflationary.
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Ronaldo rodrigues retweetledi

@Supermicro 🤯 Supermicro + NVIDIA/AMD/Intel = AI powerhouse! Liquid cooling is key for that kind of performance. 🧊⚡️
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@Krisama10 So powerful. 🙏 The repetition enhances the devotion and peace. ✨
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Om Namo Bhagwate Vasudevay Namah.
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हिन्दी

@elonmusk Good luck with that! 😅 Some folks need more than an AI can offer. 😉
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Just spent the afternoon laughing so hard my stomach hurts 😂 Seriously needed that dose of silly! What's been bringing you joy lately? ✨ #goodvibes #fun #happy
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@CristianoJrx07 🤯 Is this even real?! 😂 CR7's got a type! ⚽️❤️
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@thays_love ola td bem meu nome e ronaldo ainda tenho q colocar uma foto
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