This is exacty the reason why we build Valueverse.

https://x.com/MikeIppolito_/status/2069069423642616030

You can alsways access app.valueverse.ai for correct revenues

Smart people realise how powerful Holder P/FCF is:

https://x.com/yashasedu/status/2069274096421232772?s=46

Release: Yield Basis Protocol Financials

Live accounting for revenues & expenses:
• LP gains (v1/v2/v3) realized/unrealized + veYB fees
• $YB Emissions (Rewards, Curve Licensing)

https://x.com/valueverse_ai/status/2069842516736671818

Interesting observation:

Same trade, both assets: $1k/week, 130 weeks → $130k in.

$BTC → $101.5k (−$28.5k)
$AERO + veAERO fees → $326k

And only $47.6k of AERO's gain is price. $149k is yield.

You don't need price to go up if the asset pays you.

Thanks our user @lordjorx to finding this https://x.com/lordjorx/status/2069851550487298330

Few tokens stay strong on this bear market.

$GOMINING is one of them: since March 1, the token has declined only from $0.30 to $0.28.

Looking at the last 18 months:
• Holders revenue: $14.2m distributed to veGOMINING (23% APY, ~6x 1Y Holder P/FCF)
• $72.8m of organic token demand from users purchasing and spending $GOMINING to reduce mining costs (over $10m saved)
• 58.9% of the supply locked in ve-tokenomics and 7.5% permanently burned

Valueverse data: https://gomining.valueverse.ai/

We just announced three new listings:
• f(x) Protocol $FXN
• Ramses $RAM
• StakeDAO $SDT

All these assets generate revenue for their holders. At Valueverse's Accrual (app.valueverse.ai) we will track:
• Holders revenue & revenue-eligible market cap
• P/FCF investment multiples
• Related metrics

Full article: https://x.com/valueverse_ai/status/2072014451465699788

An example what can be easily found with Valueverse engine:

Yield Basis supply insight:
- Over 10% of the theoretical
$YB supply is already locked (103M vs. 1B)
- veYB has absorbed 100% of all emitted $YB

Breakdown:
- Emissions: 42.0M (LPs) + 10.1M (Curve licensing) = 52.1m
- User locks (excluding team & investors): 61.0M YB
- Net absorption: +8.9M YB (61.0M locked vs. 52.1M emitted)

On top of that, another ~42M YB is locked by the team and investors.

Original tweet: https://x.com/valueverse_ai/status/2075185042184143242

It looks like we can use P/FCF multiple as an additional indicator:
-> complementing classic technical analysis for mid-term trading and position management.

Market was pricing P/FCF even when this metric didn't exist and formed resistance and support zones not only around price levels, but around "what this token earns and how much it costs" levels as well.

From August 2025 to January 2026, approximately 5.5x acted as a valuation ceiling:
• 5.3x at $1.33
• 5.6x at $1.29
• 5.2x at $1.16
• 5.5x at $0.595
• 5.4x at $0.608

Different token prices, but almost the same valuation rejection.

Meanwhile, approximately 2.5x acted as support, reached at both $0.79 and $0.295.

Another interesting transition occurred around 3.3x: it initially behaved as resistance in May 2025, but later became support—a classic resistance-to-support transition in fundamental valuation space.

Recently, the range appears to have rerated upward:
• New resistance: approximately 7.8–8.0x
• New support: approximately 3.5–3.9x

In implied veAERO annual yield terms, the old 2.5–5.5x range represented approximately 40%–18%, while the new 3.7–8.0x range represents approximately 27%–12.5%.

See yourself at https://app.valueverse.ai/tokens/aero

Original Tweet: https://x.com/vasily_sumanov/status/2077484295615402032

$AERO: P/FCF support and resistance levels AND eff.mcap vs. revenue charts

For $HYPE lovers: don't forget that 32% of Holders' Revenue is subsidy delivered to validators, so we have

• 65% of buybacks: 0.65*1.1 = ~$715m
• 32% of staking incentives 0.32*1.1 = $352m

So while $715m of $HYPE are bought back, $352m or ~50% are added to circulation, meaning that EFFECTIVE buyback rate (net) is 715-352 = $363m only(!)

https://app.valueverse.ai/tokens/hype

What happens if we value $HYPE against the supply that is actually exposed to its fundamentals?
• Not just the liquid float

On this basis: buybacks are priced at roughly >150× annual revenue.

The logic is simple:
• buybacks and burns should be measured against the entire supply they enrich.
• Locked tokens benefit from supply reduction just as much as liquid tokens do.

Illiquidity affects the ability to sell, not the amount of value accrued.

Some thoughts on the current state of $UNI token.

$UNI has:
• biggest DEX brand & TVL
• revenue growth (+40% 90D, +61% since 13th march)
• Robinhood viratily

Price action isn't so optimisic.

We prepare big release with methodology update and lot of new data

v2 is coming

Pareto Rule for data is 99-1:

- 1% of onchain data helps you to make money (with proper interpretation)
- 99% of it doesn’t lead to valuable decisions but everyone tries to build it.

Our business is 1%. Others can spend time for 99%

@okhlopkov do you agree with that?

Getting insights on tokens while cooking up Valueverse v2👇

$NEST revenue performed so well lately:

- Now it's yielding $79/year avg per 10k locked NEST(last epoch annualized)
- Revenue captured since launch: $19 per 10k NEST locked
- P/FCF multipliers: x1.38 (7D), x5.73 (365D or annualizing all existing revenue data since launch).

Will summarize all new stuff that is coming into some article🧠

Vv v2 sneak keep spotted👀

https://x.com/vasily_sumanov/status/2093001263323476119

Everything we need:

“The healthy token economics are finally emerging”

Crypto Is Transitioning From a Venture Market to a Liquid Asset Market

> Most infra has been built, most chains we need exist.

> There is less need for massive vc rounds for infra slop + most funding is now focused on the app layer.

> Crypto is transitioning from a VC-dominated infra buildout to a liquid market era

> Where revenue-generating app-layer protocols are rewarded, mega-funds are no longer needed, and healthy token economics are finally emerging.

Source: https://x.com/ceterispar1bus/status/2092990793665348095

Buying liquid tokens in most cases has much better risk-reward…

then buying something illiquid (for years) from the team that one day will “sunset” the protocol since they spent your money on their experiments and decided to do another thing

Now you just need to pick liquid winners and early alpha; this is the edge now

We closely track what is going on Robinhood and it is not about memes

It’s about revenue generating assets such as $PONS and $UP that made 2021-style altseason rally.

A lot of interesting stuff & fresh liquidity is there so we will cover it up for you