Bullish on $ETH? Then you should be bullish on $LDO too. Here’s why: @LidoFinance earns its revenue in $ETH, but it also pays out a chunk of that to validators (around 50%), which means both income and cost of revenue rise with ETH’s price. But here’s the kicker: not all costs

RT @fede_intern: So in the last 6 months we:.1. increased the gas limit.2. prioritized UX/UI work.3. we got a new based rollup framework co….

What makes DATs so appealing?. They have the ability to increase value per share. Take $MSTR as an example: In 2024, their Bitcoin per share grew by 74.3%. If you think that kind of growth can keep going, even buying at a 6x premium could pay off, letting you break even in just

55x more $ETH was bought yesteday than issued!

In the last 45 days:.📈 590K $ETH bought by DATs.🏦 760K $ETH bought by ETFs.🧱 1.54M $ETH staked. That’s 2.89M $ETH removed from circulation. If this pace keeps up, we're looking at 23.1M $ETH in a year — nearly 19% of total supply. A supply shock is inevitable.🚀.

$BTC up -> App revs up

At $3,050/$ETH, @LidoFinance is back in the green: . now running at ~$5M in net profits. $ETH up = Lido up = $LDO up.

We say that the traditional stock market is quite efficient. But is it, really?. The median premium for these digital asset treasuries is 2.6x. How do you underwrite these assets?. I guess it comes down to the team's ability to grow NAV per share. And as with any industry, I

@DefiLlama @tokenterminal For reference data from Defillama. Though it includes projects without tokens.

@DefiLlama Checking @tokenterminal for Apps (with liquid tokens) which made > $1M in the last 30 days. Seems like a lot of tokens are missing there as well.

Another big issue in crypto? We don’t have clear, standard metrics and worse, we often mix them up. Take @DefiLlama, for example. They define Sky’s revenues as:. "Fees collected minus savings paid to DSR users and operating costs.". But that’s not revenue. That’s earnings.

Some major data platforms keep publishing numbers that just aren’t accurate. It’s not just revenue being off. Sometimes they leave out major protocols entirely. So when you see a “Top 10 Protocols” list, remember: it might not be the full picture. And that skews everything.

Justin Drake: Tomasz Stanczak:

The fact that talks from @tkstanczak or @drakefjustin at ETHCC only have around 300–400 views on YouTube says it all. We’re still very early.

Here's a chart showing $LDO compared to $ETH. Yes, it looks pretty bad right now—I get that. But here's the thing: I could show you very similar ugly charts from the past for projects like $AAVE or $MKR. And guess what? Today, those same projects are some of the strongest

I guess it’s nothing. or is it?👀. When you stack it up against other L1s, Solana really stands out as an outlier. Makes you wonder: what the heck is going on here?. - Is Hyperliquid stealing the spotlight?.- Is the AI hype starting to cool down?.- Or maybe it’s just a weird

DAOs are really just regulatory arbitrage!. On the surface, they look like decentralized organizations, but in reality, many just use "DAO" label to get around rules and regulations. And if they are truly decentralized — with thousands of random people voting on stuff they.

RT @yekiM_o: Add Robinhood to the list of companies building on Ethereum:. PayPal.Visa.Stripe.Sony.Fidelity.JP Morgan.Starbucks.Nike.Adidas….

It sucks people cannot invest in top 3 revenue generating apps, doesn it?🙄.

The top money-makers in crypto today? Most won’t survive the next 5 years. Right now, 77% of the revenue is coming from apps or sectors that:. - Are less than two years old.- Don’t have a liquid token.- If they do have a token, the tokenomics sucks.- Have no real edge or moat.-