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

One of examples why revenue dashboards “powered by Defillama” under the hood make no sense

https://x.com/vasily_sumanov/status/2028914404084043865?s=46

Elite level of data analytics is when you feed AI with correct & deep context data

Otherwise it is not reliable and not worth putting any real money in it.

This weekend one Base token is going UP parabolic📈

Why we write about it here? -> It's not a meme, but an asset with a cashflow.

When this cashflow went parabolic, token price followed. Not vice versa.

Token is $BEAN (https://x.com/minebean_)

It's a lottery-style game:
• You need to select one square from 5x5 field (25 squares in total)
• Every minute, there is a round with placing stakes ($ETH)
• When round ends, the winning square is randomly selected

Mechanics (Win vs. Lose vs Fees)
• Winner(s) receive all $ETH deployed minus fees + 1.3 $BEAN emission on each round (1 Bean could be won by 1 player or split between all winners). Also, there is a BeanPot, that accumulates the remaining 0.3 Bean as a jackpot thing.
• Fees: 1% from all stakes, and 10% from $ETH that lost (remaining 24 squares)
• Protocol revenue is this 10% of $ETH that lost

Token value capture: what happens with protocol revenue?
• $ETH is used to buyback $BEAN
• 90% of purchased $BEAN is burnt
• 10% of purchased $BEAN goes to $BEAN stakers as a staking reward

Stats:
• $263k of fees only today, growing from $32k 3 days ago (token FDV now $16.6M, $6.9 liquid mcap at $293 price)
• 7,626 $BEAN is staked earning 463% APY in $BEAN (not emission, purchased using 10% of fees)
• 1.3 $BEAN issued every round (1 minute) and 1.7-2.5 is burnt, meaning net deflation -0.4-1.2 $BEAN per round with average

Valueverse's favorite part:
• Direct cashflow multiplier is complicated to calculate due to very early situation (revenue & eligible supply too volatile), with 463% APY it is simeting like ~0.22x (super low)
• Taking -0.5 BEAN per minute deflation as a benchmark and 57,046 $BEAN current circulation it means -262,800 $BEAN deflation per year. I don't know yet how to calculate multiplier correctly.
• It evolves so fast that it is complicated to assess these metrics in traditional ERM multipliers style

Disclaimer: we are not affilated with this project, just sharing what we found in X and checked out since it looks really interesting -> adding revenue-focused token design to lottery apps, instead of doing useless memecoins. This post is for education purposes only.

NFA, DYOR, as usual.

For the avoidance of doubt: any posts here are for informational and educational purposes only and does not constitute financial or investment advices.

In Valueverse, we analyse data, token design, and revenue tendencies in onchain world.

Any token may rise or fall in value, and all decisions, profits, and losses remain solely the responsibility of each participant.

VV Research: Deep Context is the last bottleneck for hedge-fund-grade AI.

Unlocking LvL 2 (Deep Context Metrics) -> we can utilize AI Productivity gap for capital allocation

https://x.com/valueverse_ai/status/2031064091507224833

Valueverse works on Attribution Models/Deep Context Metrics for web3 protocols and assets

a16z published the same vision that we in our recent article

Valueverse vision & track is validated by best of the best.

https://x.com/a16z/status/2031373088110370938?s=20

Valueverse research is also covered by Blockmedia, the leading crypto media South Korea. Thanks for supporting our research!

Truly amazing distribution to one of the most active markets in crypto:

- https://t.me/blockmedia/105798
- https://www.blockmedia.co.kr/archives/1057790?utm_source=telegram&utm_medium=social

All research articles since late 2025 are available for Korean audience: native language & direct distribution

Catch Vasily Sumanov in the discussion L1 Chains vs L2 Solutions: Tools for Trading During Volatility happening right now on Genzio!

https://x.com/i/spaces/1pJkOyOkPLdJj

Yesterday we released $YB Hub -> the deep context dataset for Yield Basis.

Today: featured in Shoal
Research

Valueverse Launches Analytics Dashboard for YieldBasis Protocol Metrics

> The dashboard tracks $YB token performance, TVL, APR, cost of mining $YB, revenue multipliers, staking, admin fees, governance metrics, and more

👉 https://yb.valueverse.ai/

Source: https://x.com/valueverse_ai/status/2032130840340111602

We are going to DAS in New York, 24-26 March

Ping if you want to set up a meeting there

https://x.com/valueverse_ai/status/2035004169027764442

It’s really crazy that this is the real “level” of our industry:

https://x.com/omeragoldberg/status/2035817795791810733

If these are the “best risk curators”, we definitely need something new here

Will see what tradFI professionals at DAS think about that

DAS in New York is really hot

Top speakers & great people here

Effective Multipliers is definitely a product that liquid funds are interested in

https://x.com/vasily_sumanov/status/2036485793557168250

Some alpha on what we already built: https://valueverse.ai

Release soon.

VCs/Liquid Funds say that we need to keep it private-use only, no retail access. Need to decide.