valuation at $40b is extraction.valuation at $10b is extraction.valuation at $1b is extraction.valuation at $100m is extraction.trump tokens, regardless of fdv, are always extraction vehicles. ...

https://t.co/ri0MIE0EXk extracting.$153 per user daily.19x draftkings.from 5,300 users. ...

Stablecoin Concentration Risk - USD1 stablecoin has a concentration of $24 billion [1] - 9175% of USD1 is held in a single Binance wallet [1] Market Behavior - Traders are overlooking centralization risks due to 11% yields [1]

assistance fund burning $3.65m daily through hype buybacks, already consumed 2.9% of max supply. november unlocks hit exactly when fund crosses 5% ownership threshold. programmatic buyers controlling >5% of supply create permanent floors. positioning for the only buyer that never stops. ...

Tokenomics & Airdrop - DOLO airdrop is expected to exhaust in 60 days [1] - Daily unlocks are decreasing from 740k to 193k tokens, a 74% emission reduction [1] - Institutions are absorbing $223k daily selling pressure [1] Market Strategy - Institutions are anticipating a 74% emission reduction upon reaching a 672% claimed threshold in October [1]

i never understood why accumulating 43,000 eth daily through equity dilution is called "corporate treasuries". they missed the opportunity to call it "supply corners". ...

Market Dynamics - Morpho running 915% LTV on stablecoin loops for institutions [1] - Institutions are chasing 45% APY through Pendle PTS [1] Investment Opportunity & Risk - Extreme risk associated with stablecoin loops at such high LTV [1]

eth unstaking queue hit 910k tokens last week. sixteen day exit delay now operational. perfect positioning infrastructure. institutions rotating $4.3b through delayed mechanics, converting native stakes into liquid optionality. traders missing the game. ...

UPDATE: hyperliquid slot owners extracting $90k daily from 50% fee share on pre-ipo perps, dutch auction bids averaging 743k hype for 26% discount capture. ...

pudgy token trades 4x the nft collection. $2.2b market cap on $40m annual toy revenue, deployer moved 2.091b tokens to exchanges since july. genuine community building extracting through token premium over core asset value, 576 nft loans providing floor support during the dump. ...