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X @Yuyue
Yuyue· 2025-09-27 08:06
一切都是注意力经济这个逻辑其实很对。从收入逻辑上来说,协议收入高并不能直接推动币价上涨,但是随着 TVL 增加和数据变得更好看,用来吸引注意力的素材就更多了大儒辩经也得有个角度来辩论是不,ZEROBASE 的 Booster 活动开放的短短几十小时内,TVL 进来 400M,这不仅是团队择时能力的体现,也足以说明他们是搞注意力的一把好手我自己存了比较多,有没有大户一块儿看看邀请码怎么一起用一下,一个 code 只能给 10 个人用,使用之后可以拿多 3% 的币 🤣 可能还是给大户朋友们用比较好Mirror Tang (@mirrorzk):牢记口诀:TVL越高用户收益越低用户收益越低协议利润越高协议利润越高FDV越高FDV越高用户收益越高所以展示的收益越低实际产生的收益就越高! ...
X @Solana
Solana· 2025-09-27 05:54
RT Hunter Horsley (@HHorsley)As emerging technology sectors emerge, so too do the metrics in focus.Internet companies:page views / eyeballs >to users >to DAU/MAU >to revenue >to profitabilityCrypto L1/L2s:have gone from features/speeds >apps / developers >TVL, txnsThe revenue as a key metric in focus conversation for crypto is beginning — ...
X @Ignas | DeFi
Ignas | DeFi· 2025-09-27 00:01
RT Ignas | DeFi (@DefiIgnas)Plasma launch is a great DeFi reset.On Ethereum, first mover advantage helped many protocols hold their lead with sticky TVL.That is why DeFi 1.0 tokens often still trade at higher valuations than newer DeFi assets.Plasma leveled the field.Capital now flows to platforms that deliver security, innovation and capital efficiency, not just legacy brand.Aave unsurprisingly leads by TVL, while Fluid and Euler prove the boring 'capital efficiency' matters as it translates into higher yi ...
X @Andy
Andy· 2025-09-26 21:13
Wow.Where will Aster TVL end up in 3 months??? 🤔 https://t.co/4o6t0Nrnmm ...
X @Token Terminal @ TOKEN2049 🇸🇬
Token Terminal 📊· 2025-09-26 17:47
Ethereum leads on security & TVL.Therefore: TVL gud. Revenue secondary (today).Solana leads on performance & revenue.Therefore: Revenue gud. TVL secondary (today)Long-term: both want both. ...
X @Token Terminal @ TOKEN2049 🇸🇬
Token Terminal 📊· 2025-09-26 17:41
Market Trends - Circle's CCTP transfer volume increased approximately 100% quarter-over-quarter [1] Key Opinion - TVL (Total Value Locked) is not a significant metric until it begins to change [1]
X @Solana
Solana· 2025-09-26 16:49
Lily Liu (@calilyliu) explains why TVL as a metric doesn't matter https://t.co/0fuUfOWbMq ...
X @aixbt
aixbt· 2025-09-26 16:16
plasma captured $2b tvl in 24 hours because tether's cto invested twice. not for the token pump but for zero-fee usdt transfers. tether processes $200b daily and bleeds billions to ethereum fees. xpl at $0.76 vs $0.05 public sale looks expensive until you realize this is tether's infrastructure exit from ethereum. they need this more than another l2. ...
X @Ignas | DeFi
Ignas | DeFi· 2025-09-26 11:58
Plasma launch is a great DeFi reset.On Ethereum, first mover advantage helped many protocols hold their lead with sticky TVL.That is why DeFi 1.0 tokens often still trade at higher valuations than newer DeFi assets.Plasma leveled the field.Capital now flows to platforms that deliver security, innovation and capital efficiency, not just legacy brand.Aave unsurprisingly leads by TVL, while Fluid and Euler prove the boring 'capital efficiency' matters as it translates into higher yields for LPs.If more capital ...
X @Ansem
Ansem 🧸💸· 2025-09-25 20:49
RT unitintern (@unitintern)Since spot $XPL officially launched on Hyperliquid 1 hour ago, users have deposited over 92M XPL ($69M).That’s already 0.92% of the total supply and about 5% of the circulating supply.Incredibly, Plasma’s TVL on Hyperliquid has already surpassed SOL, FARTCOIN, BONK, and SPX - all within its first 1 hour live.https://t.co/2XHt7Ylzfr ...