RT Decentralised.Co (@Decentralisedco)The revenue meta is not a short-term, transitory conversation. It is the sign of a market trending towards efficiency.Our latest story breaks down our reasoning behind this, with data from @tokenterminalAccording to data from DeFiLlama, there are ±300 L1s and L2s. Of these, barely 10 have a TVL north of $1 billion. There are just as many with a daily protocol fee beyond $200k. From a price to sales perspective, Arbitrum and Optimism trade at healthy levels between 60 an ...

arb july 16th unlock creates short term noise.14 builders shipping plus timeboost hitting 15m annually.the fundamentals win. ...

RT Token Terminal 📊 (@tokenterminal)Great to see more focus on fundamentals, thanks for the list @stacy_muur! 📊🫡To protocols that aren’t listed:Our DMs are open & we’re excited to work w/ you to get your metrics displayed on TT & across our growing set of distribution partners, like @Bloomberg & @binance. ...

Bankless Nation, welcome to our monthly crypto fundamentals podcast. We got a few topics to discuss today. Are we forever stuck at like 107k Bitcoin, 2500 ETH, and 150 Salana.Feels like we've been in this zone forever. We're going to talk about that. Also, are alts the most hated asset right now.And if that's the case, are we actually going to get an alt rally. Maybe a hate rally. And uh where approximately are we in the cycle.Feels like some summertime blues maybe. And when the bull market comes, will it a ...

For more on how to trade Tesla in the second half, let's bring in Dan Levy. He's senior equity research analyst at Barclays. And Dan, um, how realistic do you think some of these threats are that uh, and what what's some of the the real impact of the bill as it in the form that it's just passed going to have on Tesla as a company.Yeah, thank you so much, Kelly, for having me. Look, I think the biggest thing is the removal of the EV tax credit. Now, this is something that was anticipated even uh around the t ...

Great to see more focus on fundamentals, thanks for the list @stacy_muur! 📊🫡To protocols that aren’t listed:Our DMs are open & we’re excited to work w/ you to get your metrics displayed on TT & across our growing set of distribution partners, like @Bloomberg & @binance.Stacy Muur (@stacy_muur):Full list of protocols that have >$1M in generated monthly revenue.Just 36 names.Read this as a map of protocols that achieved a product-market fit.Source: @tokenterminal. https://t.co/q3vqdjC3ff ...

June 27, 2025 06:17 PM GMT US Credit Strategy: 1Q25 Fundamentals Modest Deterioration, but Interest Coverage a Bright Spot M O R G A N S T A N L E Y R E S E A R C H North America Morgan Stanley & Co. LLC Vishwas Patkar Strategist Vishwas.Patkar@morganstanley.com +1 212.761.8041 Joyce Jiang Strategist Joyce.Jiang@morganstanley.com +1 212.761.0165 Karen Chen Strategist Karen.Chen@morganstanley.com +1 212.761.1199 Christina Sigler Strategist Christina.Sigler@morganstanley.com +1 212.761.4116 Source: Bloomberg, ...

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Buffett and Munger built investing success by focusing on business fundamentals, not just financial ratios. This is how they did it. https://t.co/R4JIjhbbtK ...

As stocks continue to rise, we talked about this. The S&P is just like 17 points off a record high right now. And my next guest says the underlying trend remains positive for equities, including for the large caps, which she likes here.Kate Morris, CIO at City Wealth. Kate, anything about the Fed here affect your your view on stocks. Look, weak dollar is certainly got to be a boost, although maybe it's not about the Fed, as Muhammad just said.Yeah. Well, look, I think the equity market is looking past anyth ...