Topher
@TopherGMI
analyzing @arca NFA, DYOR, thoughts are mine, assume any asset discussed is owned by @arca Market thoughts: https://t.me/+bgFKX2inm2VkODVh
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$197B of market cap and $93B more in future inflation is trapped in XRP, DOGE, ADA, BCH, XLM, LTC, AVAX, HBAR, SUI, SHIB Only -90% more before any semblance of fair value ($178B) Seeing these down horrendously is healthy and a welcomed site to see imo
Top 20 crypto returns over different periods as of now. Some are down 60+% YTD.
Totally agree with Jeff here. If HYPE was not “crypto”, it would be trading with multiples in line with HOOD, COIN, etc. Imagine if it stopped giving a fuck about BTC price action…
Institutional investors will never buy crypto in meaningful size until we stop calling it all "crypto". If everyone just writes/talks about macro, and calls everything "alts", then investors are right to ignore this space. Why spend time on an investable universe that is…
Unreal stat from the latest 1kx revenue report "Blockchain valuations aggregate north of 90% of the total market cap of fee generating protocols, despite their share in fees declining from over 60% in 2023 to 12% in Q3 ‘25. Conversely, DeFi/Finance protocols accounting for 73%…
All the $UNI fans were slamming $AERO for emissions. They did not notice almost all UNI fee switch rev gets cancelled out by new inflation. $150M of selling to pay the team.. how frugal AERO emissions & fees go 100% back to LPs & AERO holders. And then ~30% buyback on top.
As highlighted by @WazzCrypto, a yearly budget of 20M UNI (~$150m) seems hugely exaggerated. Uniswap Labs has been overspending for years and unfortunately this proposal doesn't seem to change that pattern.
Dapps are 60%+ of crypto’s revenue yet only 7% of its market value. This is the same ratio as when dapps earned nothing. Majority of sector revenue, all the growth...repricing feels inevitable.
One day soon there’s going to be a shift in investment logic from infrastructure tokens to revenue generating dapp tokens. The current meta overvalues every l1/l2 play and they all fizzle out after initial launch and tokenized incentives + large mm agreements. Cycle is…
After the 10/10 wipeout, the market had it's first real reset & got its footing 10/17. A check-in on performance since that time.... Winners: Businesses with value accrual token design Losers: Protocols that ignore token design Crypto is not exempt from basic supply & demand
"Privacy coins aren't valuable"
🚨 THE CHINA MODEL IS HERE — AND THIS IS WHAT IT LOOKS LIKE A chilling look inside Shanghai’s AI-powered surveillance “Urban Brain” system — the blueprint for the social credit grid spreading across China… and soon, the West. In Pudong, a single control room can monitor every…
Heads down but also not turtle-ing... leaving community/holders in the dark about what is being built "Markets are going down. Nothing we can do. So we're heads down devving" ..with no engagement/updates burns holders and is hard to recover from
Be a small team of all devs. 1-5 heads down engineers working on really hard engineering problems is the perfect seed stage bear market startup. What most folks don't understand is that really hard engineering problems are solved by 1 engineer that is obsessively thinking…
Great convo here @jack_anorak and @malekanoms "The biggest barrier to any project is raising too much money. Raising money in our industry is negatively correlated with success.. I don't understand why if you are writing software you need to raise $200M" 29:48-31:29
Since 2022, we've built common systems that deliver uncommon value. Today, we unveil the vision for the infrastructure of tomorrow. Tune in live at 11 AM EST.
We're right about here
Never in my life did I believe, that on the eve of one the biggest days of my life — that of the everyone at @DromosLabs — that we could ever be so lucky as to be gifted, by our biggest rival, a mistake of this magnitude. Hope you tune in Wednesday. 🛫 gov.uniswap.org/t/unification-…
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