valueaccrual
797 показвания
20 обсъждат
Популярни
Последни
CRYPTO PROJECTS ARE DEAD WITHOUT REAL REVENUE 🚨
The bear market is weeding out the weak. Web3 projects must prove real product value and sustainable income or they will bleed out investor funds. Survival demands cash flow, not just hype.
• Revenue funds operations through downtrends.
• No revenue = reliance on selling tokens (slow rug risk).
• Real revenue separates builders from speculators.
Key ways projects make money:
• Token Issuance (often feeds the project).
• Venture Capital Fundraising (VC money).
• Launching Investment Arms (like $SOL Ventures).
• Direct Product Fees (Swap fees, service charges).
The CORE is value accrual. If revenue doesn't benefit the token holder via buybacks or burns, the token price will stagnate regardless of fees collected. Check tools like Defillama and TokenTerminal to verify on-chain health.
#CryptoTips #Web3 #ValueAccrual #DeFi 📉
The bear market is weeding out the weak. Web3 projects must prove real product value and sustainable income or they will bleed out investor funds. Survival demands cash flow, not just hype.
• Revenue funds operations through downtrends.
• No revenue = reliance on selling tokens (slow rug risk).
• Real revenue separates builders from speculators.
Key ways projects make money:
• Token Issuance (often feeds the project).
• Venture Capital Fundraising (VC money).
• Launching Investment Arms (like $SOL Ventures).
• Direct Product Fees (Swap fees, service charges).
The CORE is value accrual. If revenue doesn't benefit the token holder via buybacks or burns, the token price will stagnate regardless of fees collected. Check tools like Defillama and TokenTerminal to verify on-chain health.
#CryptoTips #Web3 #ValueAccrual #DeFi 📉
CRYPTO PROJECTS MUST PROVE REAL VALUE OR DIE! 🚨
The bear market is here to purge the weak. Survival now demands real revenue, not just hype and VC bags. Projects relying solely on token sales are setting you up for a slow rug pull.
Why Revenue Matters:
• Survival through downtrends without cutting incentives.
• Separates builders from speculators chasing short-term trends.
• Real revenue proves long-term viability.
Common Income Streams:
• Token Issuance (Often just feeding the machine).
• VC Fundraising (Exit liquidity for small holders).
• Ecosystem Ventures (Like $SOL or $MATIC arms).
• Direct Product Fees (The gold standard: swaps, service fees, etc.).
WARNING: High revenue does NOT guarantee token gains. If the cash sits in treasury and doesn't fuel buybacks or benefits holders, the token price will stagnate. Look for value accrual mechanisms! Use DefiLlama and TokenTerminal to check the real numbers.
#cryptotipshop #ValueAccrual #Web3 #Revenue #DegenPlay 🚀
The bear market is here to purge the weak. Survival now demands real revenue, not just hype and VC bags. Projects relying solely on token sales are setting you up for a slow rug pull.
Why Revenue Matters:
• Survival through downtrends without cutting incentives.
• Separates builders from speculators chasing short-term trends.
• Real revenue proves long-term viability.
Common Income Streams:
• Token Issuance (Often just feeding the machine).
• VC Fundraising (Exit liquidity for small holders).
• Ecosystem Ventures (Like $SOL or $MATIC arms).
• Direct Product Fees (The gold standard: swaps, service fees, etc.).
WARNING: High revenue does NOT guarantee token gains. If the cash sits in treasury and doesn't fuel buybacks or benefits holders, the token price will stagnate. Look for value accrual mechanisms! Use DefiLlama and TokenTerminal to check the real numbers.
#cryptotipshop #ValueAccrual #Web3 #Revenue #DegenPlay 🚀
CRYPTO PROJECTS MUST PROVE REAL REVENUE TO SURVIVE THE PURGE
The era of living off pure hype is OVER. Web3 projects must now demonstrate real products, solve real problems, and generate actual revenue to survive this high-attrition market. If they don't, they are just draining investor bags.
• Revenue proves viability during bear markets. No cash flow means quick collapse, incentive cuts, and team burnout.
• Real revenue separates builders from short-term pump-and-dump narratives.
• Common revenue streams: Token issuance (risky slow rug), VC fundraising (exit liquidity for small investors), launching venture arms (like $SOL or $MATIC), and direct product fees (swap fees, service charges).
The KEY is value accrual: Does the revenue benefit the token holder via buybacks or burns? If not, high revenue means nothing for your $MET. Use DefiLlama and TokenTerminal to check the real numbers.
#CryptoTips #Web3 #ValueAccrual #Revenue
🔥
The era of living off pure hype is OVER. Web3 projects must now demonstrate real products, solve real problems, and generate actual revenue to survive this high-attrition market. If they don't, they are just draining investor bags.
• Revenue proves viability during bear markets. No cash flow means quick collapse, incentive cuts, and team burnout.
• Real revenue separates builders from short-term pump-and-dump narratives.
• Common revenue streams: Token issuance (risky slow rug), VC fundraising (exit liquidity for small investors), launching venture arms (like $SOL or $MATIC), and direct product fees (swap fees, service charges).
The KEY is value accrual: Does the revenue benefit the token holder via buybacks or burns? If not, high revenue means nothing for your $MET. Use DefiLlama and TokenTerminal to check the real numbers.
#CryptoTips #Web3 #ValueAccrual #Revenue
🔥
PLASMA DEFI SHIFTS GEARS: VALUE ACCRUAL INCOMING
$XPL EMISSIONS CRUSHED. 80% DROP IN TOKEN TERMS. This is massive.
Liquidity mining is dead weight now. Real usage is taking over.
• Aave utilization on Plasma is spiking high.
• Sell pressure from emissions is vanishing fast.
• Focus shifts to real income generation.
The structure is becoming sustainable. Get ready for real value capture.
#DeFi #ValueAccrual #XPL #CryptoAlpha 🚀
$XPL EMISSIONS CRUSHED. 80% DROP IN TOKEN TERMS. This is massive.
Liquidity mining is dead weight now. Real usage is taking over.
• Aave utilization on Plasma is spiking high.
• Sell pressure from emissions is vanishing fast.
• Focus shifts to real income generation.
The structure is becoming sustainable. Get ready for real value capture.
#DeFi #ValueAccrual #XPL #CryptoAlpha 🚀
XPL EMISSIONS CRASHED. VALUE ACCRUAL BEGINS NOW.
This is NOT yield farming. This is REAL usage.
$XPL emissions are down 80% in tokens, 98% in dollars. Liquidity incentives are GONE.
$AAVE on Plasma is seeing insane utilization. Activity is driven by actual positioning and demand.
No more sell pressure from mining. The biggest overhang is LIFTED.
Focus shifts to INCOME generation. Profitable trading and fees will drive value.
Sustainable conditions are here. The shift is REAL.
Disclaimer: Not financial advice.
#XPL #DeFi #Crypto #ValueAccrual 🔥
This is NOT yield farming. This is REAL usage.
$XPL emissions are down 80% in tokens, 98% in dollars. Liquidity incentives are GONE.
$AAVE on Plasma is seeing insane utilization. Activity is driven by actual positioning and demand.
No more sell pressure from mining. The biggest overhang is LIFTED.
Focus shifts to INCOME generation. Profitable trading and fees will drive value.
Sustainable conditions are here. The shift is REAL.
Disclaimer: Not financial advice.
#XPL #DeFi #Crypto #ValueAccrual 🔥
🚨 PLASMA DEFI SHIFT: VALUE ACCRUAL TAKES OVER! 🚨
$XPL emissions crushed—down 80% token terms! Liquidity incentives are dead weight now.
Protocols like Aave on Plasma are showing massive utilization based on real usage, not yield farming hype. This removes massive sell pressure overhang.
The focus is now on real income generation. Sustainable conditions are setting in if usage holds. This is the real test for $XPL .
#DeFi #ValueAccrual #XPL #CryptoAlpha 🚀
$XPL emissions crushed—down 80% token terms! Liquidity incentives are dead weight now.
Protocols like Aave on Plasma are showing massive utilization based on real usage, not yield farming hype. This removes massive sell pressure overhang.
The focus is now on real income generation. Sustainable conditions are setting in if usage holds. This is the real test for $XPL .
#DeFi #ValueAccrual #XPL #CryptoAlpha 🚀
WEB3 PROJECTS ARE DYING. THIS IS WHY.
Projects that don't generate real revenue are finished. The crypto market is a meat grinder. Survival demands product, revenue, and real value. Forget hype. Forget pump and dumps. Only projects with actual income streams will last the bear market. Those that don't are funded by your capital, secretly.
Revenue is the ultimate differentiator. It fuels development, secures infrastructure, and keeps teams motivated. Without it, projects collapse. They become reliant on token sales, slowly rugging investors.
Smart money knows this. They chase projects with organic income. Fees, services, DeFi yields – these are the lifeblood. Without them, a project is just an empty promise.
Don't get left behind. Understand where revenue comes from. Use tools like DefiLlama and Token Terminal. Verify on-chain data and financial reports. Invest in what's real.
#Web3Revenue #CryptoInvesting #ValueAccrual 🚀
Projects that don't generate real revenue are finished. The crypto market is a meat grinder. Survival demands product, revenue, and real value. Forget hype. Forget pump and dumps. Only projects with actual income streams will last the bear market. Those that don't are funded by your capital, secretly.
Revenue is the ultimate differentiator. It fuels development, secures infrastructure, and keeps teams motivated. Without it, projects collapse. They become reliant on token sales, slowly rugging investors.
Smart money knows this. They chase projects with organic income. Fees, services, DeFi yields – these are the lifeblood. Without them, a project is just an empty promise.
Don't get left behind. Understand where revenue comes from. Use tools like DefiLlama and Token Terminal. Verify on-chain data and financial reports. Invest in what's real.
#Web3Revenue #CryptoInvesting #ValueAccrual 🚀
CRYPTO PROJECTS MUST EARN REAL REVENUE TO SURVIVE THE CULL
The era of relying solely on VC funding and token sales is OVER. Web3 projects must now prove tangible value and generate real revenue to survive this high-attrition market.
• Projects without real income burn through investor cash quickly.
• Revenue proves viability during long bear markets.
• It separates true builders from short-term hype plays.
KEY REVENUE STREAMS IDENTIFIED:
• Token Issuance (often leads to slow rug risk if no real income).
• Fundraising (VC money is temporary liquidity).
• Launching dedicated Venture Arms (e.g., $SOLANA Ventures).
• Direct Product Revenue (Fees, Swaps, Liquidation).
WARNING: High revenue does not automatically mean token price pumps. The crucial factor is VALUE ACCRUAL—does the revenue benefit the token holder via buybacks or burns? If fees only go to the treasury, the token remains decoupled and weak.
Check revenue sources using tools like DefiLlama, TokenTerminal, and Dune Analytics.
#CryptoTips #Web3 #ValueAccrual #Revenue
🔥
The era of relying solely on VC funding and token sales is OVER. Web3 projects must now prove tangible value and generate real revenue to survive this high-attrition market.
• Projects without real income burn through investor cash quickly.
• Revenue proves viability during long bear markets.
• It separates true builders from short-term hype plays.
KEY REVENUE STREAMS IDENTIFIED:
• Token Issuance (often leads to slow rug risk if no real income).
• Fundraising (VC money is temporary liquidity).
• Launching dedicated Venture Arms (e.g., $SOLANA Ventures).
• Direct Product Revenue (Fees, Swaps, Liquidation).
WARNING: High revenue does not automatically mean token price pumps. The crucial factor is VALUE ACCRUAL—does the revenue benefit the token holder via buybacks or burns? If fees only go to the treasury, the token remains decoupled and weak.
Check revenue sources using tools like DefiLlama, TokenTerminal, and Dune Analytics.
#CryptoTips #Web3 #ValueAccrual #Revenue
🔥
CRYPTO IS DEAD WITHOUT REVENUE: THE NEW PARADIGM
The era of pure hype is OVER. Web3 projects MUST prove real product value and generate actual revenue to survive this brutal market. If they don't, they are just draining investor bags.
• Revenue proves sustainability through bear markets.
• Real revenue separates builders from short-term pump-and-dumps.
• Projects survive downturns by self-funding, not just VC cash.
Common revenue streams: Token issuance (high slow-rug risk), VC fundraising (investors become exit liquidity), launching venture arms (like $SOL Ventures), and direct product fees (swaps, data tools).
WARNING: High revenue does not guarantee token gains. Value accrual (where fees benefit token holders via buybacks or burns) is the CORE. Look for $METEORA models where revenue sits in treasury—that's a trap.
Use DefiLlama, TokenTerminal, and Dune to verify on-chain performance. Long-term success demands self-sufficiency.
#CryptoTips #Web3 #ValueAccrual #Tokenomics 🚀
The era of pure hype is OVER. Web3 projects MUST prove real product value and generate actual revenue to survive this brutal market. If they don't, they are just draining investor bags.
• Revenue proves sustainability through bear markets.
• Real revenue separates builders from short-term pump-and-dumps.
• Projects survive downturns by self-funding, not just VC cash.
Common revenue streams: Token issuance (high slow-rug risk), VC fundraising (investors become exit liquidity), launching venture arms (like $SOL Ventures), and direct product fees (swaps, data tools).
WARNING: High revenue does not guarantee token gains. Value accrual (where fees benefit token holders via buybacks or burns) is the CORE. Look for $METEORA models where revenue sits in treasury—that's a trap.
Use DefiLlama, TokenTerminal, and Dune to verify on-chain performance. Long-term success demands self-sufficiency.
#CryptoTips #Web3 #ValueAccrual #Tokenomics 🚀
$BANK as a Store of Governance Value
In the rapidly evolving DeFi space, the ability to control the direction of a protocol—its assets, fees, and upgrades—is the ultimate source of long-term value. $BANK represents this store of governance power for an institutionally-focused platform. It is not just a speculative asset; it is a fundamental stake in the operational control of a sophisticated financial infrastructure. As the platform matures and attracts larger users, the intrinsic value of its governance token, $BANK , is expected to be reinforced.
#GovernanceToken #ValueAccrual #FutureOfFinance $BANK
In the rapidly evolving DeFi space, the ability to control the direction of a protocol—its assets, fees, and upgrades—is the ultimate source of long-term value. $BANK represents this store of governance power for an institutionally-focused platform. It is not just a speculative asset; it is a fundamental stake in the operational control of a sophisticated financial infrastructure. As the platform matures and attracts larger users, the intrinsic value of its governance token, $BANK , is expected to be reinforced.
#GovernanceToken #ValueAccrual #FutureOfFinance $BANK
Beyond Points: The Sustainable Value Accrual of the $WAL Token in a Maturing LRT Market
Beyond Points: The Sustainable Value Accrual of the $WAL Token in a Maturing LRT Market
The current restaking landscape is dominated by "points" programs—short-term incentive schemes that often obscure long-term value. As the market matures, the critical question becomes: which projects have sustainable economic models that will outlast the points farming frenzy?
A deep dive into @Walrus 🦭/acc 's design reveals a thoughtful approach to real value accrual for $WAL holders. The protocol is engineered to capture fees from the immense liquidity and yield activity it facilitates. By acting as the central router and optimizer for LRTs, Walrus can implement small fee structures on strategies, swaps, and vaults—fees that are ultimately used to buy back and burn $WAL , distribute to stakers, or fund protocol-owned liquidity.
This creates a direct link between protocol utility and token value. The more successful Walrus is at attracting Total Value Locked (TVL) and becoming the go-to hub for managing restaked assets, the greater the fee generation and the stronger the economic engine for $WAL .
Furthermore, $WAL 's role in governance gives it a "central bank" like influence over the future of restaking aggregation. Holders will decide which new LRTs to integrate, how to balance risk across different yield strategies, and how to evolve the protocol in a competitive landscape. This isn't a passive receipt of points; it's active stewardship of a critical piece of DeFi infrastructure. #Walrus #Tokenomics #ValueAccrual #LRT
The current restaking landscape is dominated by "points" programs—short-term incentive schemes that often obscure long-term value. As the market matures, the critical question becomes: which projects have sustainable economic models that will outlast the points farming frenzy?
A deep dive into @Walrus 🦭/acc 's design reveals a thoughtful approach to real value accrual for $WAL holders. The protocol is engineered to capture fees from the immense liquidity and yield activity it facilitates. By acting as the central router and optimizer for LRTs, Walrus can implement small fee structures on strategies, swaps, and vaults—fees that are ultimately used to buy back and burn $WAL , distribute to stakers, or fund protocol-owned liquidity.
This creates a direct link between protocol utility and token value. The more successful Walrus is at attracting Total Value Locked (TVL) and becoming the go-to hub for managing restaked assets, the greater the fee generation and the stronger the economic engine for $WAL .
Furthermore, $WAL 's role in governance gives it a "central bank" like influence over the future of restaking aggregation. Holders will decide which new LRTs to integrate, how to balance risk across different yield strategies, and how to evolve the protocol in a competitive landscape. This isn't a passive receipt of points; it's active stewardship of a critical piece of DeFi infrastructure. #Walrus #Tokenomics #ValueAccrual #LRT
$BANK and Reward Redistribution
Beyond simple staking rewards, the long-term design of $BANK involves participation in the value generated by the entire ecosystem. The goal is often to redirect a portion of the protocol's earnings back to the most committed participants. The specifics of how and when these rewards are distributed—whether through token burning, fee distribution, or grants—are determined by the $BANK community. This ensures the financial incentives are always aligned with the protocol's success, making the token a powerful asset for those invested in the platform's sustained growth.
#ValueAccrual #RewardsSystem #BANKCommunity
Beyond simple staking rewards, the long-term design of $BANK involves participation in the value generated by the entire ecosystem. The goal is often to redirect a portion of the protocol's earnings back to the most committed participants. The specifics of how and when these rewards are distributed—whether through token burning, fee distribution, or grants—are determined by the $BANK community. This ensures the financial incentives are always aligned with the protocol's success, making the token a powerful asset for those invested in the platform's sustained growth.
#ValueAccrual #RewardsSystem #BANKCommunity
The Great $183 Million Token Sink.
The protocols are quietly cornering the market. Over the last 30 days, cumulative buyback activity across the top protocols exceeded $183 million. This isn't just noise; it’s a tangible mechanism for value accrual, acting as a massive token sink. Leading the charge is $HYPE, which aggressively repurchased over $81 million, primarily driven by robust protocol fees. $ASTER is right behind them, pulling back $52 million while utilizing a dual burn-and-buyback strategy to maximize scarcity. When fundamentals like these align, the supply shock is inevitable. Keep a close eye on protocols like $GMX and others that are consistently using revenue to strengthen their token economics. This is the ultimate signal of health.
This is not financial advice.
#CryptoAnalysis #Buybacks #ValueAccrual #Altcoins
📈
The protocols are quietly cornering the market. Over the last 30 days, cumulative buyback activity across the top protocols exceeded $183 million. This isn't just noise; it’s a tangible mechanism for value accrual, acting as a massive token sink. Leading the charge is $HYPE, which aggressively repurchased over $81 million, primarily driven by robust protocol fees. $ASTER is right behind them, pulling back $52 million while utilizing a dual burn-and-buyback strategy to maximize scarcity. When fundamentals like these align, the supply shock is inevitable. Keep a close eye on protocols like $GMX and others that are consistently using revenue to strengthen their token economics. This is the ultimate signal of health.
This is not financial advice.
#CryptoAnalysis #Buybacks #ValueAccrual #Altcoins
📈
🔥 Strategic Token Burns Are Built Into $ADX Tokenomics
Leading protocols are increasingly using buybacks and burns to better align platform growth with token holder value.
$UNI : The Uniswap Foundation recently rolled out the UNIfication proposal, activating the long-anticipated protocol fee switch. This kicked off UNI burns, with over 100M UNI tokens destroyed — roughly $600M worth.
$AAVE : The AAVE DAO allocates part of its protocol revenue to buy back AAVE tokens. Over the past year, nearly 120,000 AAVE were repurchased, totaling around $40M.
Building on these proven models, AdEx implemented programmatic token burns. In the past year alone, 2 million ADX tokens were burned, representing nearly 2% of the circulating supply.
#ADX #TokenBurn #CryptoTokenomics #DeFi #ValueAccrual
Leading protocols are increasingly using buybacks and burns to better align platform growth with token holder value.
$UNI : The Uniswap Foundation recently rolled out the UNIfication proposal, activating the long-anticipated protocol fee switch. This kicked off UNI burns, with over 100M UNI tokens destroyed — roughly $600M worth.
$AAVE : The AAVE DAO allocates part of its protocol revenue to buy back AAVE tokens. Over the past year, nearly 120,000 AAVE were repurchased, totaling around $40M.
Building on these proven models, AdEx implemented programmatic token burns. In the past year alone, 2 million ADX tokens were burned, representing nearly 2% of the circulating supply.
#ADX #TokenBurn #CryptoTokenomics #DeFi #ValueAccrual
The $FF Burn/Buyback Potential?
@Falcon Finance While the docs focus on staking incentives, the natural evolution of profitable protocols is value capture.
As the protocol generates revenue from the spread on billions of dollars in USDf, that value has to go somewhere. Currently, it supports the reserve and sUSDf yield.
But long term? The governance vote to direct some of that revenue to buy back $FF seems inevitable. Holding $FF is a bet on the profitability of the Falcon treasury.
@Falcon Finance #ValueAccrual
@Falcon Finance While the docs focus on staking incentives, the natural evolution of profitable protocols is value capture.
As the protocol generates revenue from the spread on billions of dollars in USDf, that value has to go somewhere. Currently, it supports the reserve and sUSDf yield.
But long term? The governance vote to direct some of that revenue to buy back $FF seems inevitable. Holding $FF is a bet on the profitability of the Falcon treasury.
@Falcon Finance #ValueAccrual
17 Bitcoin Hoard About To Be Unleashed By YB
The governance proposal for the YieldBasis Fee Switch is the most important milestone for the protocol this quarter. This is not just a theoretical upgrade; it represents a massive, immediate value unlock. A staggering 17.13 $BTC—currently valued around $1.578 million—has already been collected and is awaiting distribution. When the Fee Switch is implemented, this substantial treasury will flow directly to veYB holders, fully realizing the utility of the $YB token. This mechanism creates powerful synergy, strengthening the entire YieldBasis DAO, $CRV, and crvUSD ecosystem through enhanced value accrual.
Disclaimer: Not financial advice. Always DYOR.
#DeFi #YieldBasis #ValueAccrual #BTC #veToken
💎
The governance proposal for the YieldBasis Fee Switch is the most important milestone for the protocol this quarter. This is not just a theoretical upgrade; it represents a massive, immediate value unlock. A staggering 17.13 $BTC—currently valued around $1.578 million—has already been collected and is awaiting distribution. When the Fee Switch is implemented, this substantial treasury will flow directly to veYB holders, fully realizing the utility of the $YB token. This mechanism creates powerful synergy, strengthening the entire YieldBasis DAO, $CRV, and crvUSD ecosystem through enhanced value accrual.
Disclaimer: Not financial advice. Always DYOR.
#DeFi #YieldBasis #ValueAccrual #BTC #veToken
💎
The $INJ token is designed as the primary value accrual asset for the entire ecosystem. Every transaction fee, every successful burn auction, and every governance vote drives demand and utility directly to the $INJ token.
As the ecosystem grows—more dApps, more users, and more trading volume—the velocity of value capture increases. The more the Injective network is used, the more deflationary pressure is placed on the $INJ supply, creating a powerful economic flywheel.
Investing in inj is investing in the growth of a leading, integrated DeFi ecosystem.
#INJValue #TokenomicsFlywheel #ValueAccrual
As the ecosystem grows—more dApps, more users, and more trading volume—the velocity of value capture increases. The more the Injective network is used, the more deflationary pressure is placed on the $INJ supply, creating a powerful economic flywheel.
Investing in inj is investing in the growth of a leading, integrated DeFi ecosystem.
#INJValue #TokenomicsFlywheel #ValueAccrual
However, this massive cash flow currently goes primarily to the Development Team or the Project Trea
You bought $ARB , $OP , $STRK hoping for a pump from billion-dollar TVL ecosystems. The reality: ETH pumps, they lag. ETH dumps, they halve. 📉 Why? Because the current L2 tokenomics model is often fundamentally broken. 👇
1. The Gas Fee Problem: No Token Utility! ⛽
Layer 1 (ETH): To use the network, you MUST buy the native token (ETH) for gas. More users \rightarrow Higher demand \rightarrow Price appreciation.
Layer 2 (Most Rollups): To ensure security and compatibility, most L2s use ETH for gas.
👉 Result: You can use the entire Arbitrum or Optimism ecosystem without owning a single $ARB or $OP token. The L2 token is redundant in the network's core operation. 💀
2. The Governance Illusion: A Useless Vote 🗳️
Currently, the only major use case for most L2 tokens is Governance (voting rights on proposals).
For massive funds or DAOs, voting matters. For a Retail Investor, voting is meaningless. You buy crypto for Capital Gain, not for a parliament meeting.
If a token doesn't share network revenue, it's just a Certificate of Faith, not an asset.
3. Where Does The Profit REALLY Go? 💰
L2 networks are highly profitable! They earn huge margins from the spread:However, this massive cash flow currently goes primarily to the Development Team or the Project Treasury, NOT to the token holders. 🤫
🔥 The Solution: Activate the Fee Switch!
For L2 tokens to rise sustainably and reflect network success, projects must activate a Value Accrual mechanism:
Allow Staking of the L2 token to receive a share of transaction fees.
This shifts the token from a "Ballot Paper" (Governance Token) to a "Cashflow" Token. 💵
L2s are exploring this, but regulatory uncertainty causes major hesitation.
💡 Key Takeaway
Do NOT equate Network Success with Token Success.
Is the L2 coin you hold a money printer sharing yields with you, or just a ballot paper you never use? Look for projects with clear, defined value accrual for holders.
#L2Tokenomics
#ValueAccrual
#CryptoGovernanc
#EthereumScaling
1. The Gas Fee Problem: No Token Utility! ⛽
Layer 1 (ETH): To use the network, you MUST buy the native token (ETH) for gas. More users \rightarrow Higher demand \rightarrow Price appreciation.
Layer 2 (Most Rollups): To ensure security and compatibility, most L2s use ETH for gas.
👉 Result: You can use the entire Arbitrum or Optimism ecosystem without owning a single $ARB or $OP token. The L2 token is redundant in the network's core operation. 💀
2. The Governance Illusion: A Useless Vote 🗳️
Currently, the only major use case for most L2 tokens is Governance (voting rights on proposals).
For massive funds or DAOs, voting matters. For a Retail Investor, voting is meaningless. You buy crypto for Capital Gain, not for a parliament meeting.
If a token doesn't share network revenue, it's just a Certificate of Faith, not an asset.
3. Where Does The Profit REALLY Go? 💰
L2 networks are highly profitable! They earn huge margins from the spread:However, this massive cash flow currently goes primarily to the Development Team or the Project Treasury, NOT to the token holders. 🤫
🔥 The Solution: Activate the Fee Switch!
For L2 tokens to rise sustainably and reflect network success, projects must activate a Value Accrual mechanism:
Allow Staking of the L2 token to receive a share of transaction fees.
This shifts the token from a "Ballot Paper" (Governance Token) to a "Cashflow" Token. 💵
L2s are exploring this, but regulatory uncertainty causes major hesitation.
💡 Key Takeaway
Do NOT equate Network Success with Token Success.
Is the L2 coin you hold a money printer sharing yields with you, or just a ballot paper you never use? Look for projects with clear, defined value accrual for holders.
#L2Tokenomics
#ValueAccrual
#CryptoGovernanc
#EthereumScaling
Влезте, за да разгледате още съдържание