Which tokens drive more value?
Revenue pricing overview by Stacy Muur
https://x.com/stacy_muur/status/2016335173345026422?s=46
Revenue pricing overview by Stacy Muur
https://x.com/stacy_muur/status/2016335173345026422?s=46
X (formerly Twitter)
Stacy Muur (@stacy_muur) on X
If you invest $10,000 in AERO, you get $4,167/year in actual yield.
If you invest $10,000 in UNI, you get $56/year.
@valueverse_ai research compares revenue efficiency across major DeFi tokens ↓
Two types of DeFi revenue models:
• Fee-sharing: You lock…
If you invest $10,000 in UNI, you get $56/year.
@valueverse_ai research compares revenue efficiency across major DeFi tokens ↓
Two types of DeFi revenue models:
• Fee-sharing: You lock…
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$CRV $YB $AERO $VELO epochs completion soon
New data & updated multipliers coming
New data & updated multipliers coming
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$HYPE value structure has much more functions than is presented by Defillama
Some investors miss it
https://x.com/valueverse_ai/status/2016772813450035201
Some investors miss it
https://x.com/valueverse_ai/status/2016772813450035201
X (formerly Twitter)
Valueverse (@valueverse_ai) on X
$HYPE has not only buybacks:
- staking in validators (2%, 43.8% $HYPE is staked)
- HyperEVM/HyperCore burns
- It's powerful discount token (up to 40% fees discount)
- and more (link in comment)
Complicated? $HYPE Revenue Multiplier -> one magnitude to track…
- staking in validators (2%, 43.8% $HYPE is staked)
- HyperEVM/HyperCore burns
- It's powerful discount token (up to 40% fees discount)
- and more (link in comment)
Complicated? $HYPE Revenue Multiplier -> one magnitude to track…
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TL;DR:
Defillama tried to do utility mapping, but even for biggest & most known projects -> incorrect
Valueverse does it better
https://x.com/vasily_sumanov/status/2016779448444735757?s=20
Defillama tried to do utility mapping, but even for biggest & most known projects -> incorrect
Valueverse does it better
https://x.com/vasily_sumanov/status/2016779448444735757?s=20
X (formerly Twitter)
Vasily Sumanov (@vasily_sumanov) on X
The brief review of @DefiLlama's "Token Rights":
- $CRV incomplete (+ holders' revenue data is wrong)
- $HYPE utility incomplete
- $AERO incorrect, none of at lest three revenue sources are there (+ incorrect holders' revenue data)
The correct $CRV is below👇
- $CRV incomplete (+ holders' revenue data is wrong)
- $HYPE utility incomplete
- $AERO incorrect, none of at lest three revenue sources are there (+ incorrect holders' revenue data)
The correct $CRV is below👇
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We estimate that the number of DeFi assets with solid fundamentals is < 20.
The good news is that this number will rise to the hundreds (or even thousands) in one to two years.
By identifying them early, we can find fundamental gems.
• For example, $CVX made dollars per token since launch and rose to $50.
• $AERO, priced at $0.03, earned $0.22 per token in cash flow in the following years.
These assets exist, and we just need to analyze them quickly and make the right moves.
• Clear input data
• Revenue multipliers (not F/S, P/S, and all that legacy stuff).
• Growth models accounting for dilution.
A kind of a plan for Revenue Meta
https://x.com/valueverse_ai/status/2016792140224074022
The good news is that this number will rise to the hundreds (or even thousands) in one to two years.
By identifying them early, we can find fundamental gems.
• For example, $CVX made dollars per token since launch and rose to $50.
• $AERO, priced at $0.03, earned $0.22 per token in cash flow in the following years.
These assets exist, and we just need to analyze them quickly and make the right moves.
• Clear input data
• Revenue multipliers (not F/S, P/S, and all that legacy stuff).
• Growth models accounting for dilution.
A kind of a plan for Revenue Meta
https://x.com/valueverse_ai/status/2016792140224074022
X (formerly Twitter)
Valueverse (@valueverse_ai) on X
Truly, only few ones have a value
Less than 20 tokens with tangible revenue & value (add $CRV, $YB, $AERO, $PENDLE) to your list
And it’s for entire DeFi!
Less than 20 tokens with tangible revenue & value (add $CRV, $YB, $AERO, $PENDLE) to your list
And it’s for entire DeFi!
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Poor data analysis = information asymmetry
Any asymmetry is an advantage
https://x.com/vasily_sumanov/status/2016831785842463051?s=46
Any asymmetry is an advantage
https://x.com/vasily_sumanov/status/2016831785842463051?s=46
X (formerly Twitter)
Vasily Sumanov (@vasily_sumanov) on X
I had a call with a TradFi guy.
- Data reporting is poor and inaccurate.
- The quality of 99% of assets is poor.
- The majority of projects will never be considered "a business."
We need to do better.
- Data reporting is poor and inaccurate.
- The quality of 99% of assets is poor.
- The majority of projects will never be considered "a business."
We need to do better.
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Btw The DAO is back with Vitalik in multisig
https://x.com/thedaofund/status/2016898906915811488
The Second Chance😇
https://x.com/thedaofund/status/2016898906915811488
The Second Chance😇
X (formerly Twitter)
thedao.fund (@thedaofund) on X
TheDAO is back. BULLISH
A decade later, we’re opening a new chapter.
TheDAO Security Fund: activating 75,000+ ETH to strengthen Ethereum security.
https://t.co/VV3cH313TE
A decade later, we’re opening a new chapter.
TheDAO Security Fund: activating 75,000+ ETH to strengthen Ethereum security.
https://t.co/VV3cH313TE
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Who earns when everything is going down?
DEX tokens
DEXes literally have been printing fees today. An overview coming soon.
DEX tokens
DEXes literally have been printing fees today. An overview coming soon.
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Cashflow Machines
Market down -> they print even more fees
The price could decline, but, unlike with other assets, holders receive fees for owning them.
The key to building wealth in a more fundamental paradigm is to buy future revenue while it’s cheap and receive it all the way through, while the market will reprice assets back.
https://x.com/valueverse_ai/status/2017690176630501474?s=46
Market down -> they print even more fees
The price could decline, but, unlike with other assets, holders receive fees for owning them.
The key to building wealth in a more fundamental paradigm is to buy future revenue while it’s cheap and receive it all the way through, while the market will reprice assets back.
https://x.com/valueverse_ai/status/2017690176630501474?s=46
X (formerly Twitter)
Valueverse (@valueverse_ai) on X
Some assets made huge revenue from volatility today
Revenue vs. price -> it's what matters rn.
Time to explore cashflow machines.
Revenue vs. price -> it's what matters rn.
Time to explore cashflow machines.
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It’s it time to dig into Molt ecosystem AI tokens?
Curious if they have cashflow or at least some utility
Curious if they have cashflow or at least some utility
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Volatility pays DEX tokens, especially those that effectively capture revenue
Analysis of other ones $CRV $AERO etc comes soon
https://x.com/valueverse_ai/status/2018408359855337948
Analysis of other ones $CRV $AERO etc comes soon
https://x.com/valueverse_ai/status/2018408359855337948
X (formerly Twitter)
Valueverse (@valueverse_ai) on X
How tokens of liquidity protocols benefit from recent volatility?
See the revenue captured by @yieldbasis's $YB in the last few days. Next fee distribution epochs will be big ones.
Data for other tracked tokens $CRV $AERO $PUMP $HYPE $UNI comes soon
See the revenue captured by @yieldbasis's $YB in the last few days. Next fee distribution epochs will be big ones.
Data for other tracked tokens $CRV $AERO $PUMP $HYPE $UNI comes soon
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You asked, we listened.
We've opened an adjacent group for everyone to discuss, question, or share research.
https://t.me/+utqeEzcra7hhMmYy
We've opened an adjacent group for everyone to discuss, question, or share research.
https://t.me/+utqeEzcra7hhMmYy
Telegram
Valueverse Forum
You’ve been invited to join this group on Telegram.
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It's time for a new stuff.
Crazy volatility happened and huge $ of mcap was wiped out.
Which tokens (and their holders) made money on that?
https://x.com/valueverse_ai/status/2019892046597861720?s=20
Crazy volatility happened and huge $ of mcap was wiped out.
Which tokens (and their holders) made money on that?
https://x.com/valueverse_ai/status/2019892046597861720?s=20
X (formerly Twitter)
Valueverse (@valueverse_ai) on X
Revenue from Volatility: The Red Week Exploration
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BASE eco is fueled up with the new batch of emerging revenue-generating assets with AI and novel Defi solutions
All of them are super early
Thinking to do a dedicated report for that
All of them are super early
Thinking to do a dedicated report for that
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People truly think that DeFi tokens are over?
But truth is that if other sectors grow, these tokens capture a lot of revenue from that
https://x.com/vasily_sumanov/status/2021696977545691259?s=46
But truth is that if other sectors grow, these tokens capture a lot of revenue from that
https://x.com/vasily_sumanov/status/2021696977545691259?s=46
X (formerly Twitter)
Vasily Sumanov (@vasily_sumanov) on X
Some people say that OG Defi tokens are forgotten.
Let's dig into it. /midnight thoughts post/
I was talking to a friend (almost decade in crypto, inv banker background). He was surprised when I showed yields that OG Defi tokens deliver to their holders.…
Let's dig into it. /midnight thoughts post/
I was talking to a friend (almost decade in crypto, inv banker background). He was surprised when I showed yields that OG Defi tokens deliver to their holders.…
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Highlighting a classic misunderstanding: Protocol Revenue ≠ Token Revenue:
https://x.com/vasily_sumanov/status/2022200019374223632
Posts like quoted one create the illusion that buying a token (e.g. $LDO) gives direct exposure to protocol yield, which is simply not the case (at least in its current design).
This is exactly why we focus on Effective Revenue Multipliers to demonstrate pricing of value actually captured by the token.
The next step is even more important:
→ Revenue scoring
→ Accounting consistency
→ Future dilution
→ % of revenue captured by token holders
Not all revenue is created equal. Not all of it accrues to you.
https://x.com/vasily_sumanov/status/2022200019374223632
Posts like quoted one create the illusion that buying a token (e.g. $LDO) gives direct exposure to protocol yield, which is simply not the case (at least in its current design).
This is exactly why we focus on Effective Revenue Multipliers to demonstrate pricing of value actually captured by the token.
The next step is even more important:
→ Revenue scoring
→ Accounting consistency
→ Future dilution
→ % of revenue captured by token holders
Not all revenue is created equal. Not all of it accrues to you.
X (formerly Twitter)
Vasily Sumanov (@vasily_sumanov) on X
An example how people totally misunderstood
protocol revenue is NOT token holders revenue
$LDO doesn’t capture these cashflows
$UNI buybacks are tiny vs huge mcap, revenue multiplier x100+
$ENA doesn’t have any cashflows
Only $PENDLE from this list…
protocol revenue is NOT token holders revenue
$LDO doesn’t capture these cashflows
$UNI buybacks are tiny vs huge mcap, revenue multiplier x100+
$ENA doesn’t have any cashflows
Only $PENDLE from this list…
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Cashflow Upside -> investing in something that could make several “X” more money per month.
A great case study here for vlCVX
https://x.com/valueverse_ai/status/2023513783721930822?s=46
Our main focus is to collect all hidden gems in this space. #Ethereum, #Base
A great case study here for vlCVX
https://x.com/valueverse_ai/status/2023513783721930822?s=46
Our main focus is to collect all hidden gems in this space. #Ethereum, #Base
X (formerly Twitter)
Valueverse (@valueverse_ai) on X
A great guide on investing in Cashflow Upside, not just chasing price growth.
Today proven cashflow machines are priced below assets without any real value.
If we will go to positive times in c…
Today proven cashflow machines are priced below assets without any real value.
If we will go to positive times in c…
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Yield Basis Performance Report is live:
https://x.com/valueverse_ai/status/2023870231928803758?s=20
We used indexed data + AI to backtest future governance proposals and validate outcomes in days, not weeks.
Moving toward: continuous audit of on-chain businesses and automated hypothesis testing (gov proposals, new products, growth scenarios).
Base low-cap revenue tokens report is cooking.
https://x.com/valueverse_ai/status/2023870231928803758?s=20
We used indexed data + AI to backtest future governance proposals and validate outcomes in days, not weeks.
Moving toward: continuous audit of on-chain businesses and automated hypothesis testing (gov proposals, new products, growth scenarios).
Base low-cap revenue tokens report is cooking.
X (formerly Twitter)
Valueverse (@valueverse_ai) on X
A State of Yield Basis [REPORT]
Access the full report: https://t.co/kGOZQ5hflM
@yieldbasis performance review: fees, emissions, and safe scaling framework
Access the full report: https://t.co/kGOZQ5hflM
@yieldbasis performance review: fees, emissions, and safe scaling framework
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