The number of projects distirbuting revenue is growing like a snowball.
It's exciting that "Revenue Meta" is not a meta anymore.
It's a mainstream today.
We collected some thoughts on "price per unit of revenue" metric that we develop:
• Price/mcap is not enough to compare projects with revenue
• The "price per unit of revenue" is the second metric for asset analysis after price/mcap performance
• The token designs and tricks they use for distributing revenues are often quite different, so we definitely need one metric that covers it all
Cheers,
Vasily
https://x.com/valueverse_ai/status/2094496135486525888
It's exciting that "Revenue Meta" is not a meta anymore.
It's a mainstream today.
We collected some thoughts on "price per unit of revenue" metric that we develop:
• Price/mcap is not enough to compare projects with revenue
• The "price per unit of revenue" is the second metric for asset analysis after price/mcap performance
• The token designs and tricks they use for distributing revenues are often quite different, so we definitely need one metric that covers it all
Cheers,
Vasily
https://x.com/valueverse_ai/status/2094496135486525888
X (formerly Twitter)
Valueverse (@valueverse_ai) on X
Token Revenue Has Gone Mainstream
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Dropped some personal opinion regarding tokens offering revenues on Robinhood
https://x.com/vasily_sumanov/status/2095952532287955238
Checked more than 50 assets, however quality of projects and tokens is really low at average
https://x.com/vasily_sumanov/status/2095952532287955238
Checked more than 50 assets, however quality of projects and tokens is really low at average
X (formerly Twitter)
Vasily Sumanov (@vasily_sumanov) on X
Only few tokens are investable on @RobinhoodCrypto
There are >50 so-called "utility tokens" that state that they have revenues.
However, for many of them it's not true or metrics are really wea…
There are >50 so-called "utility tokens" that state that they have revenues.
However, for many of them it's not true or metrics are really wea…
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Valueverse
Dropped some personal opinion regarding tokens offering revenues on Robinhood https://x.com/vasily_sumanov/status/2095952532287955238 Checked more than 50 assets, however quality of projects and tokens is really low at average
The price action of these assets 100% followed quality of value accrual (or simply, the results of our analysis).
Those that have real & sustainable value accrual are up or hold, others are down (dumped)
Those that have real & sustainable value accrual are up or hold, others are down (dumped)
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Media is too big
VIEW IN TELEGRAM
Valueverse v2 Sneak Peek
Every token has three core valuation metrics:
• Base P/FCF -> what a holder earns simply by owning the token; passive revenue streams only.
• Max P/FCF -> what a holder can earn by using the token’s full utility: staking, ve-locks, and every other available revenue stream.
• Aggregate Return -> the share of market cap returned to holders annually as cash flow, across all available revenue streams.
+ revenue streams, supply details, and many more.
Holders Revenue 7D, 30D is important.
But real valuation starts with P/FCF.
Base. Aggregate. Max.
Every token has three core valuation metrics:
• Base P/FCF -> what a holder earns simply by owning the token; passive revenue streams only.
• Max P/FCF -> what a holder can earn by using the token’s full utility: staking, ve-locks, and every other available revenue stream.
• Aggregate Return -> the share of market cap returned to holders annually as cash flow, across all available revenue streams.
+ revenue streams, supply details, and many more.
Holders Revenue 7D, 30D is important.
But real valuation starts with P/FCF.
Base. Aggregate. Max.
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As you might see, we have a plenty updates for now.
Closed Valueverse v2 Beta already has 21 tokens and it's only the second batch.
If you want to get access and explore -> write in the chat and we will help you
Closed Valueverse v2 Beta already has 21 tokens and it's only the second batch.
If you want to get access and explore -> write in the chat and we will help you
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Enjoying alt season ?
If you have been trusting in revenues you should be happier than before
If you have been trusting in revenues you should be happier than before
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Btw there is quite interesting Defi revenue podcast right not https://x.com/i/spaces/1mGPaZmDWgdJN where Valueverse team participates, specifically Vasily
X (formerly Twitter)
Happening now: Which DeFi Protocols Generate Real Revenue? / X
Wenaltseason?'s Space · 611 listening · Where live audio conversations happen
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An example how you can get instant value from app.valueverse.ai even without loggin in.
If you saw that $PENDLE buybacks x8 more than emission, here is some clarification:
• $PENDLE buybacks are distributed to sPENDLE and vePENDLE as rewards, so it's a way to distribute revenue to holders.
• Buybacks doesn't remove PENDLE from circulation forever.
• The majority of revenue is received by vePENDLE (~$16m/year), not sPENLDE (~$1.2m/year at current rate)
https://x.com/valueverse_ai/status/2104885930276397174
If you saw that $PENDLE buybacks x8 more than emission, here is some clarification:
• $PENDLE buybacks are distributed to sPENDLE and vePENDLE as rewards, so it's a way to distribute revenue to holders.
• Buybacks doesn't remove PENDLE from circulation forever.
• The majority of revenue is received by vePENDLE (~$16m/year), not sPENLDE (~$1.2m/year at current rate)
https://x.com/valueverse_ai/status/2104885930276397174
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State of $UNI is quite clear now.
Not only "revenue grows", it's evident.
The direct comparison of revenue growth vs. price growth shows that $UNI definitely has a room to grow further.
The question is if Robinhood revenue will be sustainable in the future (or not).
See yourself:
- 15 Aug: $3.25 price, 52x P/FCFt 30D
- Recently (27 sep): $9.8 price (3x growth since 15th aug), 28.9x P/FCFt 30D
- Revenue: $4.6m 30d prior 15th aug, $25m 27 sep, >5x rev growth.
It's truly ATL for $UNI's revenue pricing (not token price, but revenue pricing; it's a totally different metric).
Annualized revenue now is as high as $159m.
NFA, just stats. As usual.
Not only "revenue grows", it's evident.
The direct comparison of revenue growth vs. price growth shows that $UNI definitely has a room to grow further.
The question is if Robinhood revenue will be sustainable in the future (or not).
See yourself:
- 15 Aug: $3.25 price, 52x P/FCFt 30D
- Recently (27 sep): $9.8 price (3x growth since 15th aug), 28.9x P/FCFt 30D
- Revenue: $4.6m 30d prior 15th aug, $25m 27 sep, >5x rev growth.
It's truly ATL for $UNI's revenue pricing (not token price, but revenue pricing; it's a totally different metric).
Annualized revenue now is as high as $159m.
NFA, just stats. As usual.
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How is Revenue Meta doing?
Let's dig into the Early Bull Stats snapshot.
We explored revenue traction (+ token price reaction) around projects already covered by Valueverse.
Period: from 20 Aug (when bull started) up to 30 Sep
Surprisingly, $HYPE is not the top growth performer, even been an undisputable leader by absolute USD amounts.
DEXes/MetaDEXes outperformed it a lot in relative (%) growth.
Full stats below.
Should we host an X Space to unpack what we found + what it could mean for the future?
Let's dig into the Early Bull Stats snapshot.
We explored revenue traction (+ token price reaction) around projects already covered by Valueverse.
Period: from 20 Aug (when bull started) up to 30 Sep
Surprisingly, $HYPE is not the top growth performer, even been an undisputable leader by absolute USD amounts.
DEXes/MetaDEXes outperformed it a lot in relative (%) growth.
Full stats below.
Should we host an X Space to unpack what we found + what it could mean for the future?
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Anyone still think that "fundamentals doesn't matter"?
$UNI Price–Revenue Divergence:
- Sep 9: $UNI revenue starts outperforming the price trend
- Price keeps declining/flat while revenue grows steadily over the following days
- Just 8 days later, the market starts re-rating those cash flows
$UNI moved from ~$6.5 to $9, and briefly higher.
You can start searching for similar setups at https://app.valueverse.ai
Only email is requied for now and access is still free.
$UNI Price–Revenue Divergence:
- Sep 9: $UNI revenue starts outperforming the price trend
- Price keeps declining/flat while revenue grows steadily over the following days
- Just 8 days later, the market starts re-rating those cash flows
$UNI moved from ~$6.5 to $9, and briefly higher.
You can start searching for similar setups at https://app.valueverse.ai
Only email is requied for now and access is still free.
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The original Satoshi's vision for Bitcoin was: "a peer-to-peer digital currency"
The key words here are not only "peer-to-peer" but also "currency".
A while ago, we teamed up with Yield Basis and delivered "A State of BTCFi", a joint report on how BTCs are used onchain.
The results are straightforward:
• Only ~0.5% of existing BTCs or 246k are tokenized (can be used productively onchain)
• Less than 50% of that (or ~104k only) are deployed somewhere
• BTCFi has two clear leaders $cbBTC, $wBTC and one small runner-up $tBTC
• The main use case is lending accounting for >80% of productive BTCs
• Only the minority of BTCs are deployed to DEXes (mainly BTC-BTC or BTC-ETH pairs)
We are not talking about that lending yield is <0.01% and all these BTCs are mainly used to borrow something else.
BTC staking is heavilly subsidized, and LPs struggle to deposit to LP pairs due to Impermanent Loss.
Key charts + Sector growth scenarious are attached
The report was also covered by bitcoin.com, htx.com and many others.
BTCFi is so early.
Links:
• Report: https://x.com/yieldbasis/status/2103856464137732384
• https://news.bitcoin.com/crypto-news/only-0-52-bitcoin-working-onchain-heres-why/
• https://www.htx.com/news/only-052-of-bitcoin-is-active-on-the-network-heres-why-L9M503TS/
The key words here are not only "peer-to-peer" but also "currency".
A while ago, we teamed up with Yield Basis and delivered "A State of BTCFi", a joint report on how BTCs are used onchain.
The results are straightforward:
• Only ~0.5% of existing BTCs or 246k are tokenized (can be used productively onchain)
• Less than 50% of that (or ~104k only) are deployed somewhere
• BTCFi has two clear leaders $cbBTC, $wBTC and one small runner-up $tBTC
• The main use case is lending accounting for >80% of productive BTCs
• Only the minority of BTCs are deployed to DEXes (mainly BTC-BTC or BTC-ETH pairs)
We are not talking about that lending yield is <0.01% and all these BTCs are mainly used to borrow something else.
BTC staking is heavilly subsidized, and LPs struggle to deposit to LP pairs due to Impermanent Loss.
Key charts + Sector growth scenarious are attached
The report was also covered by bitcoin.com, htx.com and many others.
BTCFi is so early.
Links:
• Report: https://x.com/yieldbasis/status/2103856464137732384
• https://news.bitcoin.com/crypto-news/only-0-52-bitcoin-working-onchain-heres-why/
• https://www.htx.com/news/only-052-of-bitcoin-is-active-on-the-network-heres-why-L9M503TS/
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