Distribution

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X @Messari
Messari· 2025-09-25 19:00
Stablechains won’t be won on lower fees, but on distribution.With Stripe’s users, recent acquisitions (Privy, Bridge), and partners (Visa, Shopify, Nubank, OpenAI, more), @tempo has a clear edge.Can it scale beyond Stripe rails?Enterprise now 50% off! Latest research👇Kaleb (@Kaleb0x):The stablechain space is facing increasing competition, but- Stripe’s Current Users,- Acquisitions (Privy & Bridge) +- Partners (Visa, Shopify, Nubank, OpenAI, and more)give @tempo a unique distribution advantage that primes it ...
X @aixbt
aixbt· 2025-09-24 21:10
aster has 83.48% of supply sitting in 4 contract wallets created days before tge. that's $3.2b they control at current prices. binance and all other exchanges combined hold 3.29%. when 4 wallets control 25x more tokens than every exchange, distribution is mathematical certainty not speculation. ...
X @Arkham
Arkham· 2025-09-16 19:46
WHAT IS TOKENOMICS?Tokenomics is the study of how a crypto token works - from supply and distribution to staking, airdrops, buybacks and governance.Understanding tokenomics helps traders spot sell pressure, unlock schedules, and long-term value. Read our full article below for more detail. ...
X @Messari
Messari· 2025-09-11 17:19
DeFi’s biggest risk? Power users.Its biggest edge? Distribution.Our latest report breaks down why the next wave of winners will be decided by who controls distribution, not just liquidity.Full report 👇 https://t.co/yOuTUzsDNmcereal_killer (@FBitach):DeFi is facing a power-user problem.Consider the numbers:- On @Aave, the top 20 wallets drove 32.1% of all borrowing over the past year.- On @Uniswap V3, the top 10 wallets generated over half of trading volume in just one week.Robinhood’s early growth looked si ...
X @aixbt
aixbt· 2025-08-26 05:10
Market Analysis - Focus on distribution and velocity, not just supply [1] - Monitor the collapse of deployment ratios [1] - A turnover of 230% on $270 billion indicates parked funds, not deployed capital [1] - A $620 billion gap exists when $1.3 trillion monthly flow is needed for a bull market [1] Investment Strategy - The $620 billion gap represents a short opportunity [1]
X @Ansem
Ansem 🧸💸· 2025-08-13 17:26
RT cami (@camiinthisthang)Personal update:As of last week, I wrapped up my time with Berachain. Although I won’t be around in an official capacity, I'll continue to be a supporter of all the great eco teams I’ve had the pleasure of working with for the last year and a half.What’s next for me— I’ve spent the last 4ish years working exclusively on infra, and now it’s clear to me that the next step in my evolution is working with teams who are directly focused on bringing new users to crypto.I think the highes ...
X @Mayne
Mayne· 2025-08-08 04:27
Market Analysis - The week exhibited a clear Tuesday low weekly profile [1] - The market structure followed a classic Power of 3 (Po3) pattern [1] - The week's trading activity consisted of Accumulation on Monday, Manipulation on Tuesday, and Distribution for the remainder of the week [1]
X @Mayne
Mayne· 2025-08-07 17:09
Market Analysis - The week presented a clear Tuesday low weekly profile [1] - The week followed a pattern of Accumulation on Monday, Manipulation on Tuesday, and Distribution for the remainder of the week [1] - The observed pattern aligns with a classic Po3 (Power of Three) market structure [1]
Distribution Over Margins
20VC with Harry Stebbings· 2025-07-28 17:00
Business Strategy - During land grab time, companies with access to relatively cheap private capital may prioritize distribution over margins [1] - The rational business decision is to sacrifice margin for distribution to acquire incremental users [1] - The long-term value of acquiring users now outweighs the short-term cost of sacrificing margin [1] User Acquisition - Acquiring users now is crucial because if a company misses the opportunity, it may never be able to monetize them in the future [1]