1/ Revenue Thread – September Update Which DeFi protocol earned the most per $ of TVL? (Hint: It's not @aave, @Uniswap, @pendle_fi or @maplefinance) In June & July, Peapods topped the chart. September? $PEAS not only still #1 - but widening its lead versus other DeFi
8
17
86
Replies
2/ Quick Refresher: Revenue Efficiency = Revenue ÷ TVL It shows how much value a protocol generates for every $ deposited. Higher = ✅ More productive liquidity ✅ Better yields for users ✅ Stronger flows to token holders 🆕 And we’ll look at absolute revenue growth too,
1
0
15
3/ Peapods Report September 2025 ✅ Avg TVL: $85.8m ✅ Revenue: $644k ✅ Revenue efficiency (Rev/TVL): 0.75% 👉 September alone produced MORE REVENUE THAN THE ENTIRE Q2 ($644k vs. $560k)! 🤯 In terms of revenue efficiency, Peapods generated 2.5 to 37.5x (!) more revenue per
1
1
18
4/ How Does This Compare to the Rest of DeFi? With a 0.75% Rev/TVL ratio, Peapods is: → 2.5x more efficient than @SkyEcosystem → 8.3x more than @pendle_fi → 9.4x more than @Uniswap → 18.8x more than @maplefinance → 37.5x more than @aave 👉 Peapods remains the efficiency
1
0
14
5/ What about revenue itself? Momentum tells the story: 😊 Q2 Revenue: $560k 😍 Q3 Revenue: $1.17m That’s 2x revenue growth quarter‑over‑quarter. Peapods' revenue is hyperscaling.
1
1
23
6/ Revenue in Perspective → Q3 revenue ($1.17m) is more than double Q2’s $560k → September’s $644k isn’t just a monthly record, it’s bigger than all of Q2 → Each dollar of revenue comes from real usage, not emissions or bribes These raw numbers illustrate just how rapidly
1
0
12
7/ Revenue Distribution September revenue annualized = $7.73m p.a. Breakdown: • 100% from real usage (no emissions or bribes) • 40% reinvested into growth • 60% into $PEAS buybacks → 55% streamed to vlPEAS holders → 5% permanently burned
1
0
13
8/ Every $PEAS Holder Can Profit Coming soon: Wrap $PEAS for vlPEAS to share protocol revenue. In the meantime, revenue is already stacking in the vlPEAS wallet: https://t.co/CCWuFT42EW To date, 2.4% of total $PEAS has been bought back for vlPEAS holders or burn. If 50% of
2
3
29
9/ 💰 P/E Valuation Check Holders’ revenue (earnings): $386k → $4.64m annualised. At a market cap of $27.5m, $PEAS trades at: P/E (price-to-earnings ratio) = 5.9 P/E for vlPEAS lockers: - 30 % locked → 1.8 - 50% locked → 3.0 - 70 % locked → 4.1 🤯 For comparison: -
1
1
13
10/ What Do Recent Holders' Revenue Stats Look Like? $PEAS holders’ revenue – even in absolute dollar terms – has matched multi‑billion‑dollar protocols across every recent timeframe (30d, 7d, 24h).
1
0
11
11/ 📈 What if Peapods hits $1b TVL? At September’s 0.75% Rev/TVL ratio: ≈ $7.5m/month revenue ≈ $90m/year revenue That’s rivaling or surpassing the biggest DeFi protocols – with a fraction of their TVL.
2
0
17
12/ 🫛 TL;DR: September Edition Revenue Efficiency: Expanding pole position, earning up to 37.5x more per $ than other DeFi protocols. Revenue: Revenue doubled Q2 →Q3 ($560k → $1.17m) September revenue with $644k bigger than whole Q2 (nearly 3x July revenue) Valuation: $PEAS
0
0
18
@PeapodsFinance @aave @Uniswap @pendle_fi @maplefinance How has my usdc lending balance dropped -60% ??
0
0
0
@PeapodsFinance @aave @Uniswap @pendle_fi @maplefinance The token deposited with peapods finance was stolen by someone. Please check
0
0
1
Yesterday $SERV went 50% after I told you again about it.. Today? $ovpp +30% since the post
$OVPP keeps delivering, the RIGHT way. Mutual confirmations on LinkedIn, big partnerships, doxxed founders and basically everything you can expect from a utility energy token. All we need is $ETH to get back to the game
33
18
183
🏗️ How to build a Bitcoin Mine | The Foundation 🚜 Before the LEDs and the hashrate, there’s dirt, noise and heavy machinery. Bulldozers on-site. Ground moving. Progress you can see. 🧱 You can’t build empires on weak ground. Our mining facility and Morphware itself are built
24
53
144
$XMW ⚡️⚡️⚡️⚡️ POWER OF NATURE …24/7
$BTC mining & #AI infra/compute power demand will keep on increasing, alongside costs $XMW frontran the market in 2021& secured the deals to have one of the best energy costs in the market from sustainable energy in Paraguay @MorphwareAI will be one of industries biggest names
0
4
26
$NKP is real, tangible… and early. Nice update from founder William Schuman. Kudos
𝐓𝐡𝐞 𝐅𝐨𝐮𝐧𝐝𝐚𝐭𝐢𝐨𝐧 𝐎𝐟 𝐑𝐞𝐚𝐥 𝐕𝐚𝐥𝐮𝐞: 𝐍𝐨𝐰 𝐈𝐭 𝐁𝐞𝐠𝐢𝐧𝐬 In Puerto Casado, Paraguay, students at the Juana María de Lara National School built benches from eco bricks made with reused plastic. The initiative is part of 𝐂𝐡𝐚𝐜𝐨 𝐕𝐢𝐯𝐨’𝐬 community
11
6
48