RT Ignas | DeFi (@DefiIgnas)Aave DAO posted its 'State of the Union' via ACI with @lemiscateLots of lessons, more on $AAVE buybacks + clear roadmap for what’s next:• DAO sitting on $130M of assets. Already bought back 0.5% of all $AAVE supply• ~86.6% of Aave revenue is made on Eth L1• Suggesting to enshrine $AAVE buybacks at $500K– $1M per week• Many Aave instances on L2s / alt-L1s are not economically viable so ACI recommends shutting them down: Scroll, zkSync etc.• Focus only on chains with strategic adva ...

Aave DAO posted its 'State of the Union' via ACI with @lemiscateLots of lessons, more on $AAVE buybacks + clear roadmap for what’s next:• DAO sitting on $130M of assets. Already bought back 0.5% of all $AAVE supply• ~86.6% of Aave revenue is made on Eth L1• Suggesting to enshrine $AAVE buybacks at $500K– $1M per week• Many Aave instances on L2s / alt-L1s are not economically viable so ACI recommends shutting them down: Scroll, zkSync etc.• Focus only on chains with strategic advantages (CeFi links, strong s ...

1) many liquid vcs panic sold ico allo. VCs have to buy, not sell, just to obtain their lost tokens and percent of network2) if creator coins get traction, pump will double3) buybacks are pure value accrual, does not matter if anyone likes them or not (altho obv they do)camol (@camolNFT):Reasons why this is a generational trade:- VCs want an exit after Alon + team went silent for 2 weeks after launch.- As creator coins get increased mindshare, people will sell their $PUMP for them- Buyback won’t work becaus ...

native markets wins usdh and nobody's calculating the revenue correctly. $10b stablecoin at 5% yield = $500m annually. 50% flows to hype buybacks = $250m new buying pressure on top of $1.2b trading fees. hype at $57 prices the dex but ignores the stablecoin printing machine launching january. ...

jupiter killed the treasury model that required governance votes and committees. 22% of supply disappears yearly through $168m in hardcoded buybacks.the machines are buying. ...

the assistance fund runs $2-5m daily twap buybacks across thousands of micro orders. market makers can't front-run distributed execution. 30m tokens already gone forever, removing 7.9% of supply annually at current burn rate. 99% of protocol revenue becomes permanent bid pressure. every token removed makes the next buyback more violent. ...

Supply Dynamics - Hype's core team unlocks begin in 79 days [1] - Daily release of 344k tokens will occur [1] - Token supply will increase 650% (65x) more than buybacks can absorb [1]

Inflation & Monetary Policy - The market is shifting focus from inflation reports to jobs reports, with the expectation that inflation numbers are decreasing [1][2] - The company's internal CPI measure was almost 100 basis points (1%) below the actual number last month, indicating housing and shelter as key drivers [2] - While a 25 basis point rate hike is expected, a 50 basis point hike could be justified, although only 10% of the market forecasts this [3] - The company believes underlying inflation trends are improving and the Fed should look past tariff-induced noise [6] AI & Tech Sector - The AI trade is considered to be in its early stages, potentially the "third inning," with software identified as the next area for growth [9][10] - The company is a strong believer in the long-term impact of AI on the economy, markets, and stocks, anticipating broader participation beyond chip stocks [10] - A key focus is on mega-cap tech, especially after Oracle's strong results, suggesting AI-focused names are still attractive [7][8] European Markets - Despite political turmoil in France and rising tensions in the Middle East, Europe remains an attractive investment opportunity [11][12] - The company favors European defense and infrastructure investments as a "next decade trade" due to supportive valuations [13][14] - The company recommends focusing on specific sectors like defense (e g BA Systems) and infrastructure investment within the broader European economy [14] Investment Strategy - The company suggests a Wisdom Tree ETF (WTV) focused on high dividend and buyback yields, offering a close to 7% shareholder yield [14][15] - This ETF targets companies that believe their stocks are cheap and are buying back approximately 5% of their shares outstanding [15] - The dividend/buyback strategy is seen as a way to participate in the AI story's diffusion through the economy, targeting companies that will utilize AI and consider their stocks undervalued [16]

Tokenomics & Governance - Helium (HNT) 将从早期投资者手中购回剩余的 570 万枚 HNT 代币，此前该投资者一直在通过 Coinbase 积极出售 [1] - Helium 计划建立更透明的机制，通过回购将链下收入引入 HNT [1] - Helium 搁置了任何稀释供应以及合并股权/代币的计划或讨论 [1] Future Developments - Helium 至少还有一件大事即将发生，但目前尚未公开 [1]

Deutsche Bank upping its target from 6550 to 7,000. That's back to its original forecast from the beginning of the year and that is now the second highest target on the street. Here with us with his call is Binky Chada, chief global strategist at Deutsch uh Deutsche Bank.Good to see you Binky. Good to see you Mike. So your the path of your target somewhat reflects the way the market has experienced this year, right.I mean it's a a major scare. We needed to re-evaluate a lot of things. tariffs, the economy, ...