Tokenomics & Capital Allocation - Buybacks are not a novel concept, but the focus should be on reinvesting capital into business growth rather than token buybacks and burns [1] - Hyperliquid's success highlights the importance of a profitable product beyond the early stage before launching a token [1] Early Stage Protocols & Growth - Early-stage companies should prioritize achieving product-market fit (PMF) and generating fees before considering buybacks [2] - The industry is making a mistake by pushing early-stage protocols to conduct buybacks [2] - Protocols need to prioritize growth, as no startup, whether centralized or decentralized, can succeed without it [3]

RT yoaquim (@yqboom)Everyone talks about flywheels, buybacks, and early opportunities. But frankly, most platforms fall short—offering some marketing spin instead of actual mechanisms that reward users and token holders.In recent markets we've seen flywheels and user rewards quite literally become a joke:Launchcoin did “buybacks,” but no flywheel.Hyperliquid, while dominant, and absolutely admirable, is now a high-cap venue. The wealth effect is largely capped for new entrants.I love pumpfun, and believe th ...

Consumer Spending & Economic Outlook - Consumer spending remains resilient despite inflation and high credit card debt [5] - Consumers are shifting spending from services to goods due to increased goods prices, with core goods (excluding autos) increasing significantly month-over-month, reportedly at 6%, the highest level in a while [6] - The consumer will continue spending as long as they are employed, even with a slowing job market [7] - Concerns exist about the consumer, but some companies aren't seeing it [3] - Consumer spending through the end of July is up 5% [20] Market Dynamics & Investment Strategies - Fundamentals may be more important than momentum in the market [1] - High cash levels need to be deployed [2] - The market may be overly focused on mega-cap stocks [9] - The market is unusual, with a different cohort of investors less focused on fundamentals [19] - A significant portion (70%) of investment exposure is in big cap tech [22] Monetary Policy & Federal Reserve - Dovish Fed speak suggests potential for two rate cuts this year [2] - Rate cuts are coming, it's just a matter of when [8] Risks & Concerns - There's a danger of being complacent in the market [21] - Cracks in the consumer system could break out at any moment [12] - The labor market showing one more crack could force the market in the other direction [15]

Token Buyback and Burn - A seven-figure token buyback and burn is scheduled for $AIC, representing the second major burn to date [1] - The buyback and burn event is expected to conclude by the end of July [1] - Proof of burn from buybacks will be provided [1] Price Momentum - The price of $AIC has already increased by over 70% in recent days [1] Marketing and Listing - A large-scale global marketing rollout is planned [1] - Tier 1 exchange listings have been confirmed [1] - Global marketing campaigns are commencing now to increase exposure and awareness of AIC worldwide [1] Availability - $AIC is currently available on Gate and MEXC [1]

Protocol Overview - Quanto's protocol fees are paid in $QTO, and losses are repaid in $QTO, potentially driving up the token's value [2] - Every losing trader has to buy back QTO, every winning trader doesn't want to sell QTO [2] - Over $500 thousand in buybacks and approximately 1% of the $QTO supply burned in the first 2 weeks [2] - The protocol supports 400+ assets as collateral [2] - A spot terminal is coming [3] Tokenomics - $QTO is designed to increase in value through buybacks and burns [5] - 70% of the token supply was burned, and 30% is allocated to QLP stakers [5] - Liquidations on non-$QTO collateral result in market buybacks of $QTO [5] Investment Potential - At a $15 million market cap, the protocol is considered a potentially high-reward investment, with the possibility of a 10-100x return ($150 million - $15 billion), representing 03%-3% of Hyperliquid [4] - The protocol had a fair launch at $5 million [5] Key Features - The protocol offers a non-extractive rewards program with rebates [6] - Implemented proof of reserves ensures transparency into all holdings [6] - Capital efficiency allows users to deposit long-term holdings as collateral for trading [7]

Market Trends & Stablecoin Dynamics - Ethena (ENA) chart confirms weekly breakout of multi-month consolidation, indicating potential upward price movement [1] - TradFi (Traditional Finance) is increasingly recognizing the potential of stablecoins, enhancing Ethena's accessibility [1] - Ethena stands out by offering 10%+ yields on billions in Assets Under Management (AUM) within the stablecoin market [1] Buyback Program & Supply Impact - Ethena Foundation has committed to a $260 million open market buyback of ENA [1] - The $260 million buyback represents approximately 8% of the circulating supply of ENA [1] - This buyback translates to a consistent and predictable demand of $5 million [1]

Crypto Market Narrative - Crypto 行业正在经历一个健康的新叙事周期[1] - 行业关注收入增长和回购[1] - 市场做市商的透明度有所提高[1] - 代币经济模型趋于健康[1] - ICO 模式正在发展[1] - 分布式系统正在发展[1] - 机构采用率正在上升[1] - 实际收益正在显现[1] Value Proposition - 行业与强大的价值主张保持一致[1] - 行业仍有很长的路要走[1]

the day is not yet overand BonkFun has broken yet another record for total number of tokens launched:28,316 tokens have been launched through BonkFun in the last 24 hoursthis is a new record and the highest number of tokens ever launched on the platform in a 24-hour periodwhile many are anticipating a slowdown in BonkFun's meteoric rise, it has only continued to grow and see its dominance expand aggressivelywhat do you think this will look like when on-chain season returns? how about when we get to the mani ...

buybacks arent real bc its a solana coin brother sorry doesnt count its only extraction into the coinRodeo (@rodeo_crypro):pump has already done more for its token than uniswap has in its history ...

Financial Performance - The company possesses $2 billion in cash reserves [1] - The company consistently generates millions of dollars in fees daily [1] Company Strategy - The company is expected to execute buybacks [1]