Dorin

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Dorin

Dorin

@DorinInvests

🇪🇺🇪🇺🇪🇺🇪🇺 Crypto investor | Lifelong learner | Exploring blockchain, DeFi & the future of money $BTC $ETH $MEGA $MON 🔥

Присоединился Ocak 2018
576 Подписки4.3K Подписчики
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MegaETH
MegaETH@megaeth·
Over 500M USDM is now issued on MegaETH Economic engine loading... ▓▓▓▓▓▓▓▓▓▓░░░ 80%
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bread.mega
bread.mega@bread_·
Update: USDm circ supply is at ~$460M, which would put 7d rewards at ~$270k. Putting that back into the "Holder Revenue" metric chart for DeFiLlama, it puts Mega ahead of very active, mature ecosystems like BNB. Pulling the same stats forward to highlight the disparity between fee-only chains and rewards from a native stable: Amongst Chains DeFi TVL: 12th Transaction Fees: 26th Holder Rev: 6th (!) A few Notes: - When I created this last time, @_stevenhl rightfully pinged about Hyperliquid not being accurately represented. Both HL and ME are going to face the same issues going forward with DL in that the datastructure of the site won't really showcase the true structure of their economics. Both have products atop their chain. "Hyperliquid" is an app on "Hyperliquid L1" and thus when comparing chains-only the vast majority of the revenue from the perps platform is not included. I've combined them here. - Canton's numbers are almost entirely token emissions rather than fee/revenue generation. Do with that what you will. - This chart is purely to help articulate how low the bar is for "value which goes to token holders" wrt chains. Right now, that's basically just the portion of fees burned during block building. Chains with products have very little to do to climb the leaderboard. Solana next.
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bread.mega@bread_

This chart validates the structural model of MegaETH. It is one of very few chains that combines tech with new paradigm value accrual. Amongst Chains DeFi TVL: 33rd Transaction Fees: 27th Holder Rev: 7th (!) Holder revenue is classified as "subset of revenue that is distributed to token holders by means of buyback and burn, burning fees or direct distribution to stakers" (Holder rev isn't a perf category for what we have but it's the best current approximation for other chains) We had the pleasure of working with Ethena to launch USDm on MegaETH day 0. It is the native stablecoin of our eco from which the MegaETH Foundation collects rewards from, and has committed to use such revenue for buybacks with Today, despite being a very young ecosystem with (~33rd in DeFi TVL) we're already 7th (!) as a chain which routes value back to its ecosystem. As the ecosystem grows, so too does the value, and you can see a world where we very easily reach top 3 (top flip Solana at ~$450k you'd only need to be ~12th in stablecoin supply [~$800M USDm]) Lots of work to be done to match the mature ecosystems out there, but we have the right team to do it. Very excited for the next few months and what we can showcase.

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Dorin@DorinInvests·
@hotpot_dao I write to you here, please take care of the token. It is a derisory project that Megaeth has 150m MC circulating.
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Shuyao Kong
Shuyao Kong@hotpot_dao·
gonna go off twitter and do some writeup on the news we are announcing next week take care guys <3
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Dorin@DorinInvests·
@hotpot_dao Take care of the token, this will be your mirror, if you neglect it, the world loses its confidence,
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MegaETH
MegaETH@megaeth·
who else is chilling in the $500M USDM supply waiting room
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Dorin@DorinInvests·
Everyone is bearish on $MEGA after the dump. Meanwhile, on-chain: → 650M MEGA locked on Flux (58% of circulating) → $587M USDM (KPI-1 ALREADY hit) → $26M/year programmatic buybacks active → Lockups accelerating daily Liquid float: ~470M That's 4,7% of total 10B supply. Bears are louder than the data. The data is louder than the price. For now.
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Dorin@DorinInvests·
$MEGA supply shock setup nobody's talking about: 24 hours ago: ~400M locked on Flux Now: 650M locked Rate: +250M/day At this pace: Day 7: ~1.5B locked Day 14: ~2.5B locked Out of 1.12B circulating supply. Real liquid float right now: ~470M That's 4.7% of total 10B supply. Add to this: → $26M/year programmatic buybacks via $USDM yield → KPI-1 hit (USDM $587M, target was $500M) → Coinbase + Binance retail wave still flowing in Math doesn't care about your bias. Most sold the airdrop. Few understood what they sold.
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Dorin
Dorin@DorinInvests·
$MEGA on-chain reality check: Total supply: 10,000,000,000 Circulating: 1,120,000,000 Locked on Flux: 650,700,000 Liquid float: ~470,000,000 That's 4.7% of total supply tradeable. Lockups growing daily. KPI-1 already hit. Buybacks already active. Most retail sold for $0.15. They're not coming back at $0.30. The squeeze hasn't started.
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Dorin@DorinInvests·
The $MEGA setup nobody's pricing in: Locked on Flux: 650M (58% of circulating) Liquid float: ~470M (4.7% of total supply) Why does this matter? Small float + growing demand = violent price moves. Demand drivers active right now: 1. Foundation buybacks ($26M/year, growing) 2. Proximity Markets (HFTs need MEGA) 3. New Flux committers (FOMO incoming) 4. Coinbase/Binance retail wave Most L2 tokens have NONE of these. A $10M buy on 4700M float = 8-15% move. A $30M coordinated push = 30%+ Maturity windows close every day. First-mover advantage compounds. Math is patient. Price will catch up.
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Dorin
Dorin@DorinInvests·
$MEGA supply reality: Total supply: 10B Circulating: 1.12B Locked on Flux: 650M (58% of circulating) Real liquid float: ~470M (4.2% of total) Lockups accelerating daily. KPI-1 already hit ($USDM $587M). Foundation buybacks active ($26M/year). Tight float + programmatic demand = supply shock setup. Most sold the airdrop. Smart money is locking on Flux. $MEGA #MegaETH
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Dorin
Dorin@DorinInvests·
Correction on the math: Circulating: 1.12B Locked on Flux: 650M Liquid float: ~470M (not 220M) That's 4.2% of total 10B supply. Still tight, still bullish, but accuracy matters. Math wins long-term, not narrative. $MEGA
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Dorin
Dorin@DorinInvests·
$MEGA Flux lockups (24h): Yesterday: ~400M locked Today: 650M locked Tomorrow: ? While retail panic sold $MEGA for $0.15: - Echo holders auto-staked - Sonar lockers auto-staked - Smart money committed manually - All competing for 5.3B reward pool Maturity ramps over 90 days. Late = less rewards. Hesitation has a price. Liquid float now: 220M That's 2.2% of supply. Supply shock loading.
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Dorin
Dorin@DorinInvests·
$MEGA supply math no one is pricing in: Total supply: 10B Circulating: 1.12B Already locked on Flux: 650M (+58% of circulating) Real liquid float: ~220M That's 2.2% of total supply. And lockups are accelerating daily. A $20M buy moves this 30%+ A $50M buy moves this 80%+ Most people sold the airdrop. Smart money is locking on Flux. Supply shock is loading.
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Dorin@DorinInvests·
Here's what most $MEGA sellers missed: Every other L2 token has ONE utility — gas. $MEGA has FIVE: 1/ $USDM stablecoin yields → buyback $MEGA programmatically Already $26M/year flowing into open market buys Backed by BlackRock T-Bills via Ethena partnership 2/ Proximity Markets First-of-its-kind: HFTs bid in $MEGA for sequencer-adjacent slots Sub-1ms latency = real money for market makers Institutional demand baked into the token 3/ Sequencer Staking Validators MUST stake $MEGA to operate the network Slashing keeps them honest 4/ Flux KPI Rewards 53% of supply (5.3B tokens) ONLY unlocks when KPIs hit 13 specific milestones tied to real network performance Echo + Sonar holders auto-staked = supply already locked 5/ Gas + Governance Standard utility on a network doing $529K/day in fees Base does NONE of this. Arbitrum does NONE of this. Optimism does NONE of this. zkSync does NONE of this. $MEGA isn't competing on hype. It's competing on economic design. Liquid float: ~170M out of 10B. Most retail sold the airdrop. Read that again.
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Dorin@DorinInvests·
The $MEGA thesis nobody is pricing in yet: 5 utilities. Zero competition. → Programmatic buybacks via $USDM yield (active, $26M/yr) → Proximity Markets (HFTs bid $MEGA for sub-1ms compute) → Sequencer staking (validators stake to operate) → KPI rewards (5.3B unlock only on real performance) → Gas + governance (basic utility) Other L2s have ONE of these (gas). $MEGA has all five. Plus: - BlackRock T-Bills backing $USDM - 1.7% liquid float (massive supply shock setup) - Flux maturity locks committed supply 90 days Base, ARB, OP, ZK = governance memes. $MEGA = real economic engine. Most sold the airdrop. Few understood what they sold.
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Dorin@DorinInvests·
$MEGA vs every other L2: $MEGA #Base ethereum:0xb50721bcf8d664c30412cfbc6cf7a15145234ad1 optimism:native ethereum:0x66a5cfb2e9c529f14fe6364ad1075df3a649c0a5 Buybacks ✅ ❌ ❌ ❌ ❌ Native stablecoin ✅ ❌ ❌ ❌ ❌ Proximity markets ✅ ❌ ❌ ❌ ❌ KPI emissions ✅ ❌ ❌ ❌ ❌ Sequencer staking ✅ ❌ ❌ ⚠️ ❌ BlackRock backing ✅ ❌ ❌ ❌ ❌ $USDM yield → $MEGA buybacks. $26M/year. Auto. Proximity markets → HFTs lock $MEGA for latency. Flux → 5.3B tokens unlock on KPI performance. Liquid float: ~170M. That's 1.7%. Most people just sold the airdrop. This is structurally different.
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