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X @Andy
Andy· 2025-07-23 19:34
RT The Rollup (@therollupco)NEW EP: John Adler On Proof Of Goverance, TIA Staking, and New TokenomicsProof of stake might not be the endgame we thought it was.In today's episode, @ayyyeandy & @robbie_rollup sit down with @jadler0 of @Celestia to explore:> Why Staking "Yield" Is Actually Just Inflation Tax> How Proof of Governance Could Replace PoS Entirely> Why Validators Are Just "Cucks" in the System> Why This Makes Every Other Chain Nervous> The Real Path to Sustainable TokenomicsFull episode links below ...
X @BSCN
BSCN· 2025-07-19 22:21
RT BSCN (@BSCNews)PI COIN UNLOCKS - SHOULD YOU BE WORRIED? Are @PiCoreTeam's $PI tokenomics something to be concerned about? https://t.co/K6tnuqW4Jn ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-19 10:09
My first ever viral thread: putting me from 300 to 3k followers in two days.3 years ago.I put a week's of work into it. And continued to ship two threads per week of high quality content for months.Wonder if ROI of such time investment is still worth for X content?Ignas | DeFi (@DefiIgnas):1/ What's next for #DeFi?🤔I researched roadmaps of 25 major protocols to find out.A lot is coming up: protocol-owned-stablecoins, new tokenomics, decentralization plans, The End Game for Maker and more.These are the top 7 ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-17 13:12
Maybe I'm becoming more risk-averse but I want more certainty on $HYPE future supply.- Team unlocks of $460m PER MONTH start in November. What will happen to these tokens?- 38.9% is TBD. 2nd, 3rd, 4th airdrops coming? To whom? Whales, HyperEVM users?In both cases I have 0 control on the decision taking. And someone will know about it before me.I bet my future airdrops wouldn't overweigh the dilution due to airdrops as MMs and whales will get most of the airdrops.Or maybe not? The uncertainty of the future a ...
X @Ansem
Ansem 🧸💸· 2025-07-16 15:08
RT Darren Lau (@Darrenlautf)Hyperliquid catalystsDemand Side:> perp on HL> perp on every cex> spot on tier 2 cex> spot on tier 3 cex> hyperevm - L1+ EVM val> Spot (sol/ btc/ eth etc bridged to hl) (Meaning deposits open to more than j usdc, and perhaps cross collateral)> TVL near 2B of USDC + increasing amt of own native tokens> Alot of defi + AI + more projects cmg in day by day> increased purchases from Assistance + insurance Fund from fees + Insilico Terminal (>25% of rev every week, 100+B trading vol an ...
X @何币
何币· 2025-07-14 14:05
建议一年以后在TGEDeclan Fox (@DeclanFox14):I've seen a few confused messages so to make it clear:- LINEA tokenomics and governance details at end of July, not TGE- Checker for Airdrop with eligibility criteria will be shared a few days before TGE- TGE date depends on a few external factors (eg CEXes) but won't be long ...
X @Ignas | DeFi
Ignas | DeFi· 2025-07-10 21:50
Tokenomics Analysis - $PUMP tokenomics are considered unoriginal, lacking innovation or novelty [1] - The simplicity of $PUMP tokenomics is not necessarily viewed negatively [1] Platform Assessment - The $PUMP platform is described as innovative, new, and daring, contrasting with its tokenomics [1]
X @Ignas | DeFi
Ignas | DeFi· 2025-07-10 09:40
Tokenomics Analysis - $PUMP 的代币经济模型缺乏创新性,较为传统 [1] - 尽管代币经济模型平淡,但这不一定是坏事 [1]
X @Ignas | DeFi
Ignas | DeFi· 2025-07-10 09:33
Tokenomics & Valuation - Revenue sharing mechanisms establish a lower bound for token price declines, but may also cap potential upside [1] - Evaluating tokens solely on revenue can limit upside potential [1] - Ethereum ($ETH) experienced this limitation when transaction fees decreased [1] - The industry should focus on narratives beyond revenue for the most bullish tokenomics [1]
X @Ignas | DeFi
Ignas | DeFi· 2025-07-10 09:33
Token Valuation - Revenue share limits a token's upside potential, as evaluating a token based on revenue can restrict its growth [1] - Tokens without revenue can still trade at high valuations if they have a compelling narrative [1] Market Dynamics - Focusing on storytelling narratives is crucial for bullish tokenomics [1] - Uniswap ($UNI), despite giving 0% revenue share, trades at a $5 billion FDV (Fully Diluted Valuation), highlighting the power of narrative [1]