Ken @0xken__ - Twitter Profile

I want more robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571 and up-2:native mentions from HOOD summit today Just more RH chain in general would be lovely

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Ken

@0xKen__

about 3 hours ago

https://t.co/pj9OsvCTMp Register now to get beta access and lock in 50% referral fees for life Won't be long until early access 👀🎰

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Who to follow

U.S. Coast Guard Oceania District

@USCGOceania

Official U.S. Coast Guard Oceania account. This is not an emergency communication channel. If you are in distress, use VHF Ch. 16 or dial 911.

MsDopesauce🦄

@MsDopesauce

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Captain

@CapCrypto

🧬 Empowering the next generation of founders at @mavencapitalio, come build with us 🔬

Ken

@0xKen__

about 7 hours ago

@MEADGod Hood morning, hold tight Ozzy

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0xKen__ retweeted

Richard Hsu | LP Guy

@richardnhsu

about 13 hours ago

People don’t realize how important mcap/holders-rev ratio is. Especially for veDEXs. If the ratio is too high, the asset is probably overvalued. Prices would most likely move down or the revenue has to catch up. If the ratio is low, the asset is often undervalued (or dying). Prices would move up to close the gap, or revenue could drop too. This is why I still think up-2:native is incredibly undervalued when < $1-3. Currently the mcap/holders-rev ratio is only 0.61x. While base:0x940181a94a35a4569e4529a3cdfb74e38fd98631 is 8x and normally trades in the 5-15x zone. But UP is newer than AERO so inflation is naturally higher currently even with dynamic emissions. This will naturally taper over time as a veDEX token matures. With dynamic emissions live on day 1, $UP has the advantage of releasing less than 10% of what a normal older veDEX would emit (including AERO). A good analogy is a highly profitable company that diluted too much of its shares early on (AERO) compared to another also highly profitable company who diluted much less of its shares in the early stage (UP). It’s a no brainer as an investor to bet on the company that is not as diluted, especially when factoring in future growth. This also means that UP has a huge advantage compared to AERO. Up can outbribe and give the best APR when going toe to toe with AERO because of the mcap/holders-rev ratio. Yet most ppl still think UP will get crushed. Even if UP’s mcap/holders-revenue ratio 3-5x from here because of inflation and a big pump. It would still have an advantage when looking at the fundamentals. This is not even accounting for things like how UP is likely to grow its revenue much faster than AERO. This will be apparent when RH eco coins run. I’m bullish on both projects but people need to stop fading UP imo. Most won’t read all dis tho.

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