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超八成新币TGE即巅峰,Web3虚假繁荣的病根和解药在这
3 6 Ke· 2025-12-23 04:40
Core Insights - A significant majority of new tokens launched in 2025 have seen a decline in their fully diluted valuation (FDV) post-token generation event (TGE), with 84.7% of tokens experiencing a drop, and a median decrease of 71% in FDV [1] - The analysis indicates that traditional metrics such as high funding, active communities, and exchange listings do not correlate with token performance, suggesting a shift in evaluation criteria for projects [1][2] - The average return on investment (ROI) for tokens at TGE is alarmingly low, with many tokens failing to maintain value beyond the initial launch [4][7] Funding and Token Performance - There is a negligible correlation (0.04) between funding amounts and token performance, indicating that higher funding does not guarantee better outcomes [7] - Projects with funding between $300,000 and $5 million tend to have higher ROI compared to those with larger funding amounts, suggesting that smaller projects may execute more effectively [8] - Tokens priced between $0.01 and $0.05 show the best survival rates, while those priced above $0.50 tend to perform poorly [15][16] Community and Market Dynamics - The size of a project's community does not predict token performance, with no significant correlation between follower count and ROI [9][11] - Community engagement appears to be driven more by speculative interest rather than genuine product support, leading to volatility in follower numbers [13] - The current market environment indicates that many projects are failing to retain users, with community metrics being unreliable indicators of long-term success [27] Industry Trends and Recommendations - The analysis suggests a need for a paradigm shift in project development, emphasizing the importance of product viability over speculative metrics [28][30] - Companies are advised to focus on realistic funding goals, effective product development, and genuine community engagement to improve chances of success in the evolving market landscape [28][30][32] - The industry must adapt to the realities of market dynamics, with a call for consolidation and strategic partnerships as a means of survival [32][34]
X @Token Terminal 📊
Token Terminal 📊· 2025-12-19 15:56
RT Token Terminal 📊 (@tokenterminal)ICYMI: ~60% of all crypto lending deposits are currently in @aave.We recently published a comprehensive dashboard that breaks down Aave's key metrics by chain, product, asset, and more.Check it out here 👇 https://t.co/58nJeJRibF ...
X @Token Terminal 📊
Token Terminal 📊· 2025-12-18 21:43
ICYMI: ~60% of all crypto lending deposits are currently in @aave.We recently published a comprehensive dashboard that breaks down Aave's key metrics by chain, product, asset, and more.Check it out here 👇 https://t.co/58nJeJRibF ...
X @CoinMarketCap
CoinMarketCap· 2025-12-15 19:47
LATEST: ⚡️ The Uniswap Foundation, Andreessen Horowitz, the DeFi Education Fund and others are pushing back against Citadel's call for stricter SEC oversight of DeFi intermediaries, calling the firm's position flawed. https://t.co/PSHajBO6QV ...
X @aixbt
aixbt· 2025-12-14 10:07
Financial Performance - Aave generates $140 million annually [1] - Aave controls 87% of all DeFi lending revenue [1] - Aave's price/sales could reprice from 2.1x to 5x overnight if DAO wins back 30% of diverted fees [1] Revenue Streams & Governance - Aave Labs pockets CowSwap integration fees and mobile app revenue [1] - These fees and revenue should flow to token holders [1] - ACI is forcing a transparency vote on V4 and Horizon revenue splits [1] - Aave Labs built on DAO grants and then privatized the revenue streams [1]
X @AscendEX
AscendEX· 2025-12-11 10:00
We're excited to partner with @Coral_FinanceCoral Finance is a DeFAI application layer and a premier marketplace for pre-market assets. Discover early alpha, GEMS and blue chipsTogether, we will unlock new opportunities and drive the future of DeFi. Stay tuned!#AscendEX #Crypto #Partnership ...
X @Wu Blockchain
Wu Blockchain· 2025-12-10 15:53
ChainOpera AI announced a collaboration with the Princeton AI Lab to launch CryptoBench, the first expert-level dynamic benchmark for the crypto industry. Developed with Professor Mengdi Wang and her PhD student Jiacheng Gu, the tool evaluates LLM Agents in cryptocurrency across scenarios such as real-time data retrieval, future trend forecasting, on-chain intelligence analysis, and DeFi risk assessment.https://t.co/r1bmrlrt8o ...
X @BNB Chain
BNB Chain· 2025-12-09 14:26
RT Nina Rong (@nina_rong)I spent some time during the BBW and @BNBCHAIN hackathon reviewing all inbound DMs and comments under my previous RFT (Request For Talent) post.Some of you should've already heard from our recruiter.We are also looking for DeFi Campaign Managers- must be a degen on defi- have run defi campaigns with quantitative results in the pastIf interested, comment below:1. What's your fav Defi campaign in the past2. WhyI check all comments and DMs 😊 ...
X @Token Terminal 📊
Token Terminal 📊· 2025-12-05 08:39
RT Seamless Protocol (@SeamlessFi)Community growth is the backbone of DeFi. 🤝Thank you to the 106k+ holders building this with us.Ranked #7 amongst lending protocol giants, let's keep building, together.💪 https://t.co/sAl5zT0xRP ...