Poor data analysis = information asymmetry

Any asymmetry is an advantage

https://x.com/vasily_sumanov/status/2016831785842463051?s=46

GOLD & Crypto flash crash

Deleverage🙈

Btw The DAO is back with Vitalik in multisig

https://x.com/thedaofund/status/2016898906915811488

The Second Chance😇

Who earns when everything is going down?

DEX tokens

DEXes literally have been printing fees today. An overview coming soon.

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

It’s it time to dig into Molt ecosystem AI tokens?

Curious if they have cashflow or at least some utility

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

You asked, we listened.
We've opened an adjacent group for everyone to discuss, question, or share research.


https://t.me/+utqeEzcra7hhMmYy

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

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

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

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.

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

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.

If you occasionally speak Russian, I will be on a podcast today together with Choly & Resolv founder

English-speaking podcasts also coming

cholycast - завтра

25.02, 6PM UTC +3

Roundtable: будущее капитала: большие тренды, токены и новая финансовая архитектура

feat. Ivan, co-founder Resolv; Vasily, co-founder Valueverse

Хороший экспертный состав, решили обсудить насущное положение рынка и посмотреть в будущее

memo:

Финансовая система не рушится.
Она перепрошивается.

Капитал становится программируемым.
Риски ~ алгоритмизируемыми.
Токены ~ попыткой переопределить структуру собственности.

Но главный вопрос не в DeFi.
Главный вопрос ~ где возникает ценность и кто её удерживает.

Обсудим:

— создаёт ли крипта новую финансовую систему или лишь ускоряет спекуляцию
— почему TVL часто ничего не говорит о реальной силе
— какие токен-модели действительно собирают value
— кейс Hyperliquid и новые принципы оценки
— возможен ли устойчивый доход в ончейне
— институциональный капитал: структурный сдвиг или временный поток
— что будет с рынком, если решения начнут принимать AI-агенты

Это разговор не про DeFi.
Это разговор про архитектуру капитала.

Если убрать спекуляцию ~
что останется от рынка?

25.02, 6PM UTC +3

Base Revenue Report:
• who and how makes money on Base. But, what do token holders receive?
• Defi, AI, Game+AI
• Revenue extraction vs. keeping it in the ecosystem

Tracking new stuff here

https://x.com/valueverse_ai/status/2027521090973843717

$YB makes money today.

Volatility pays off

We are increasingly interested in Base tokens, and preparing some stats for that.

Base will be big, and some tokens will be big as well. In Vv we chase Revenue Upside opportunities & legit stuff that makes money for holders.

So, what we have on Base besides $AERO which is an obvious play?
Reminder: $0.35 price per 1 $AERO -> it makes $0.09-$0.11 fees/year counting recent periods, and made ~$0.25 fees per 1veAERO in 2025). With upcoming rollout to ETH mainnet and capturing a share of Uniswap market these numbers can grow up event to $0.30-$0.40 per 1veAERO/year.

First of all: these tokens were mentioned in our recent report: https://x.com/twitter/status/2027521090973843717

Below we present some revenue stats and what we think about it.

An announcement on why we will have more detailed stats & ideas here in TG:
• Due to X new policies that are targeting paid shilling KOLs we have much less options to make any straight conclusions regarding assets and their quality for possible investments.
• Valueverse doesn’t promote tokens. We build tools to understand them and sharing findings.
• However, even being an analytical project that plays on investors side unlike some others in this space (probably you know that majority of X crypto research is done to promote tokens and sell them to you), we need to be really careful on what we write there.

1. $HYDX (hydrex.fi) - a new type of MetaDEX, with a token that can be considered as a "diffrent version" of $AERO tokenomics. The project is small but already makes money for holders. The core idea of the token is the same - all swap fees & bribes are going to $HYDX lockers.

The project makes $99.4k per week (fees & bribes, average for past 25 weeks). It means that it is almost $5.2m per year. However, not all tokens have equal weight in fees distributions(there is a earning power metric that makes weighting for that and it is the core thing to investigate further). All of this requires much deeper analysis, but first numbers show that this is (1) a revenue token (2) fees that it generates per year are bigger than its price .

Tokenomic is complex, and it requires a special guide to be used efficiently (optimial locks, optimal voting & compounding, etc). We tested everything with our own hands to understand how this thing ever works.

Keep an eye on it, we investigate it further.

2. BankerBot ($BNKR). The new social trading AI Agent that allows you to buy/sell assets with a text commands. Talking about the token, it has staking option with 8.82% current APR & 11.9% of tokens staked. It makes fees and partly transfers then to token holders with staking rewards (that were bought back from the market, as we found analysing onchain operations). Looks interesting but it didn't convince me to buy it.

3. $CLANKER. The launchpad for agents. It makes money and transfers it to token holders via buybacks. Today, 13.57% of $CLANKER is bought back and the majority of these buybacks were happening during the recent month. Extrapolated yearly buyback from current prices is 39% what means ERM (Effective Revenue Multiplier) is ~2.5x what is quite moderate. During recent pump to $125 it was overheated based on our model but now with $28 and ERM = 2.5x it looks much more interesting. (and here you see that token price means nothing until you know its revenue vs. price?)

What next?

We are finalizing our Effective Multipliers product that will have all the data regarding revenues, revenue-eligible supply, historical multipliers, related charts etc. It is built without any Dune -> now we use our own indexer and get real-time data directly from dRPC nodes. Note that Dune data can be delayed and dashboards there are not so reliable vs. aquiring/processing data directly from blockchain nodes.

What will be there
-> Core Assets ($YB $CRV $AERO $HYPE $PUMP etc) for tracking your portfolio.
-> Alpha Assets ($HYDX $BNKR $CLANKER + some other small caps with revenue from Base), the Alpha section will be constantly updated with new tokens to have a first-hand info on emerging stuff.
-> All data is manually created and verified(!), without that it makes no sense. But what makes even more sense is AI tool on top that uses revenue data set that is verified and correct (if you will plug in free data from popular platforms, a lot of it is not correct if we talk about revenue, see our recent public discussion with $AERO founder: https://x.com/vasily_sumanov/status/2028225347037040997). More info on this point soon.

All of this will be available via API and MCP for Agents. We focus on UI distribution (Wallets, CEXes, Trading apps) + Agents.
We will also make some visual version for humans and there will be a whitelist application for getting in. Everybody in this group gets priority.

$AERO is not only core cashflow asset on Base, but also the most evident recipient of Base native token drop.

There are last two epochs of Flight School that rewards newly-locked veAERO with new AERO (coming from real buybacks not emission)

Current one will end at 11th March and approximately provide +23% to your stake (not “APY”. Instantly)

If you will buy veNFT on Vexy, you will spend 250 days to get a cashflow necessary to buy and lock +23% veAERO to your position

Think about that. If you for some reason are bullish on veAERO future, the best option is to act and get Flight School’s +23% for free.

Instruction:
1. Lock AERO -> veAERO
2. Delegate it to Relay or vote yourself.

DO-NOT USE Autopilot(!!) You wouldn’t be eligible for the Flight School after that!!

3. Wait & check your status at official dashboard

https://dune.com/x_drome_analytics/veaero-rewards-program

4. In the meanwhile check stats on our data hub

https://app.valueverse.ai/tokens/aerodrome-finance