Forwarded from bosslee going onchain ๐ญ
Protocols doing buyback
Radium
- $250-300M of run rate fees vs $1.5B of circulating (5-6x), 70-75% of fees used for buybacks
Hyperliquid
- $400-500M of run rate fees vs $8-9B circ (20x) and entirely used for buybacks
Metaplex
- $40-50M of run rate fees vs $230M circ (5x), with ~$2-3M in monthly buybacks
Geodnet
- $3M of ARR (growing 5-6x YoY) vs $90M circ (30x) with 80% used for buybacks
Jupiter
- $300-400M of run rate fees vs ~$2B circ (6x) with 50% used for buybacks
Link: https://x.com/jamesjho_/status/1890152860463063442
Radium
- $250-300M of run rate fees vs $1.5B of circulating (5-6x), 70-75% of fees used for buybacks
Hyperliquid
- $400-500M of run rate fees vs $8-9B circ (20x) and entirely used for buybacks
Metaplex
- $40-50M of run rate fees vs $230M circ (5x), with ~$2-3M in monthly buybacks
Geodnet
- $3M of ARR (growing 5-6x YoY) vs $90M circ (30x) with 80% used for buybacks
Jupiter
- $300-400M of run rate fees vs ~$2B circ (6x) with 50% used for buybacks
Link: https://x.com/jamesjho_/status/1890152860463063442
๐1๐1
Crypto Mumbles
finally, strong utility plays that offer buybacks
my picks are jup and hype as shared before
rest are interesting to read into
there is also tnsr iirc with vector
rest are interesting to read into
there is also tnsr iirc with vector
market remains resilient on bad news, just eager for a positive catalyst to finally break out
would be good to at least have some exposure or you'll be very underpositioned
lots of alts look bottomed as well
would be good to at least have some exposure or you'll be very underpositioned
lots of alts look bottomed as well
๐5
wrote this awhile back but forgot to share
simple write up on why i think jup is attractive for a mid term trade
https://medium.com/@dpycm/the-jupiter-thesis-b6893a75f366
simple write up on why i think jup is attractive for a mid term trade
https://medium.com/@dpycm/the-jupiter-thesis-b6893a75f366
Medium
The Jupiter Thesis
Solanaโs leading DEX aggregator
๐ฅ2
also, good to always keep in mind that
strength in bad times =/= acceleration in good times
its never a given
strength in bad times =/= acceleration in good times
its never a given
๐5
what might be great picks in risk off does not necessarily translate to being great picks in risk on
often times there are faster horses to go for then
as long as you remember to be water
often times there are faster horses to go for then
as long as you remember to be water
๐ฅ5
Forwarded from Gong Jiao Wei ๅทฉๅจ็ฎ
FxTwitter / FixupX
Artemis (@artemis)
Make Fundamentals Great Again
Quoting James Ho (@jamesjho_)
Only a handful of tokens with positive YTD price performance
@RaydiumProtocol - $250-300M of run rate fees vs $1.5B of circulating (5-6x), 70-75% of fees used for buybacks
@HyperliquidX - $400โฆ
Quoting James Ho (@jamesjho_)
Only a handful of tokens with positive YTD price performance
@RaydiumProtocol - $250-300M of run rate fees vs $1.5B of circulating (5-6x), 70-75% of fees used for buybacks
@HyperliquidX - $400โฆ
Forwarded from Shoal Research Hub
Kaito Yap Valuation
Source: https://x.com/ren_gmi/status/1890385280114315736?s=46&t=2q9OLMlaobNlHLewOXT4uA
Source: https://x.com/ren_gmi/status/1890385280114315736?s=46&t=2q9OLMlaobNlHLewOXT4uA
Forwarded from Ian's Intel
Forwarded from Tree News (Tree News Bot)
*CITI EXPLORES ADDING CRYPTO CUSTODY SERVICES: INFORMATION: BBG
๐ฅ1
Forwarded from infinityhedge
*ABU DHABI'S SOVERIGN WEALTH FUND BOUGHT $436M OF BITCOIN ETFS IN Q1
*ABU DHABI'S MUBADALA DISCLOSES ISHARES BITCOIN ETF HOLDINGS IN 13F
*ABU DHABI'S MUBADALA DISCLOSES ISHARES BITCOIN ETF HOLDINGS IN 13F
Crypto Mumbles
in the same vein, i do think memes will probably outperform *once again* as with every other continuation we've had this cycle looking at cex memes + more established ones like fart etc. think the current demographic of participants are attracted to fastโฆ
once again, look at this current rally's top performers
yes, its memes again
yes, its memes again
๐3
read this and the subsequent few posts again until the cyclists
https://t.iss.one/cryptomumbles/13126
https://t.iss.one/cryptomumbles/13126
Telegram
Crypto Mumbles
in the same vein, i do think memes will probably outperform *once again* as with every other continuation we've had this cycle
looking at cex memes + more established ones like fart etc.
think the current demographic of participants are attracted to fastโฆ
looking at cex memes + more established ones like fart etc.
think the current demographic of participants are attracted to fastโฆ
infinityhedge
*ABU DHABI'S SOVERIGN WEALTH FUND BOUGHT $436M OF BITCOIN ETFS IN Q1 *ABU DHABI'S MUBADALA DISCLOSES ISHARES BITCOIN ETF HOLDINGS IN 13F
the country race becomes more apparent now
buy or get left behind
final leg soon, glhf
buy or get left behind
final leg soon, glhf