Formalizing my tokenomics advisory practice as @Grid_Econ.
After a couple years advising Web3 protocols on token design, allocation frameworks, and sustainable economics, I'm making it official.
Check us out >> https://t.co/l22sdTynxl
More to come! 🚀🚀🚀
I spent the last few months doing the credit analysis behind DAWN's new USD.infra Vault, working through Andrena's contracted telecom cash flows to build the credit case for the vault. Read the break down @Grid_Econ
. @dawninternet 's USD.infra Vault turns telecom infrastructure into on-chain yield, 10-12% target APY backed by contracted cash flows from apartment buildings, ISP acquisitions, and carrier offload deals. None of it depends on crypto market conditions. GridEcon Advisory led the credit analysis; breakdown below. See website for full Credit Memo.
@amiravalliani I would argue that circle is a good investment. I also have a half formed hot take about tokenization making Gen Z poorer. Love being the contrarian.
The float, the vesting, the demand mechanism, all decided months before anyone's watching. Get that sequence right, and the market has a structure worth evaluating on day one.
118 tokens launched in 2025. 100 are still down.
The founders who avoided the graveyard made these decisions in a specific order, months before their TGE. https://t.co/IpjUexrg0I
JUST IN: AI agent asked to book a gym class finds vulnerability in the gym’s software, & kicks another member off the waitlist so its user could have the spot.
Token structure is something I think about working with founders across DePIN and Web3. The earlier a team gets clear on structure, the better every decision downstream becomes. We launched token issuance models on GridEcon, pair them with our resource on early issuance:
Every protocol is different; the token structure that supports it should be too.
Two tools to help you build it:
→ Allocation Map (free): who gets what and why
→ Supply Ledger: how your supply evolves over time
Pair them with this in your early development: https://t.co/H5X4nBu2ab
Both tools are on my services page at https://t.co/TWv9W6FnNo
I built a free Tokenomic Allocation Map. Seven stakeholder categories, a 36-month vesting and unlock schedule, and a circulating supply projection, fully formula-driven in Google Sheets. It's the same foundational layer I use across client work, now available as a standalone starting point.
For founders who need to go further, Supply Ledger models monthly inflation against a revenue-driven valuation engine across bear, base, and bull scenarios, plus buyback-and-burn dynamics. It answers the question investors actually ask: does your price survive your own issuance schedule.
Grab the free allocation map here: https://t.co/ELeuSthGR1
@GEODNET : $9.4M ARR, $8.2M post-halving net deflation threshold, 80M tokens left to unlock by year-end.
The June halving flips the supply math. The unlocks clear by year-end. After that, revenue growth and broader market multiples drive token price appreciation.
New case study from Grid Econ: https://t.co/hqGcC9Aomg
I am looking for freelance work. Want to learn how to up your Twitter game? Want the most insane level of warm intros in this entire industry? Want massive top of funnel growth? Want a lethal Swiss Army knife full stack marketer/BD/partnerships/Ops person? Want autistic pattern recognition? DMs are open.
We help Web3 founders answer hard questions:
-How do we incentivize network participants long-term
-What token distribution actually drives growth?
-How to balance sustainability w/ expansion?
Strategic tokenomics at the intersection of economics, game theory & network design.
Early token printing determines long-term outcomes for DePIN.
~45% of supply is issued in the first 2 years while PMF is evolving.
Want to understand how to navigate this crucial time period?
My latest piece 👇
https://t.co/ri6516it8e
Today, NYSE is proud to announce the development of a platform for trading and on-chain settlement of tokenized securities.
NYSE’s new digital platform will enable tokenized trading experiences, including 24/7 operations, instant settlement, orders sized in dollar amounts, and stablecoin-based funding. Its design combines the NYSE’s cutting-edge Pillar matching engine with blockchain-based post-trade systems.
Learn more: https://t.co/gknK3viIyp
Sberbank issues Russia's first crypto-backed loan to bitcoin miner Intelion Data. Mined bitcoin was used as collateral, which will be held in Sberbank's custody product.
https://t.co/KcgOdO5FMu via @coindesk
Last night I went out to dinner with a bunch of random people.
Saw a post on X about a dinner and I just showed up.
In life, take every single opportunity.
Ended up inviting them all for a dinner sometime down the line.
Meet people. Network. Smile. Laugh.
This is life.
Generational HNT set up.
- Revenue up 1000% YoY.
- MCap down 81% YoY.
- CT revenue meta.
- Mert and Toly bull posting DePIN.
- Retail awakens: “Honestly I had no clue. Pretty sick!”
It’s time to go Buffet mode anon.