Rahulwalia

[Rahulwalia @RahulWaliaGo]

@DukeD_Defi Nice post but token capture 4/5 is that accurate ?

[Rahulwalia @RahulWaliaGo]

@LorenzoARK From that chart I would bet just a healthy plateau after a parabolic run look at post 2022 but could be wrong.

[Rahulwalia @RahulWaliaGo]

@LorenzoARK @Uniswap What’s your insight on aerodrome-finance:native

Highest USDC transfer volume

Launching in Ethereum in few weeks

I think it’ll do really well on Arc chain as well

[Rahulwalia @RahulWaliaGo]

@0xGeeGee Awesome write up appreciate he insight 😇 followed

Have you looked into $GLXY

They are in lease agreement with CoreWeave

[Rahulwalia @RahulWaliaGo]

@vadim_web3 Spot on and no fee switch active yet

[Rahulwalia @RahulWaliaGo]

@invested888 @charlesbatens @ethena @centrifuge @solana @coinbase Crazy thing is the new Securtize deal is on also on Solana

Damn not invested in Solana but they are def moving things in RWA space

[Rahulwalia @RahulWaliaGo]

@JoestarCrypto Idk amazing news but I could be wrong

But why buy ENA token

Ethena still has meaningful VC/investor dilution left

No fee switch

ENA circulating supply is about 9.29B ENA out of 15B max supply

So tons of dilution/ no fee switch / tons of unlock schedule

[Rahulwalia @RahulWaliaGo]

@0xpostrich Thanks I’ll buy some right here

[Rahulwalia @RahulWaliaGo]

@LorenzoARK @binance @HyperliquidX @Lighter_xyz Thanks for sharing this learned something new today 😇

[Rahulwalia @RahulWaliaGo]

@Jackkk @ThinkingUSD @ThinkingUSD thanks I think I needed to see/read this today

You’re amazing 💯

[Rahulwalia @RahulWaliaGo]

@DeFi_Dad Curious what are your top defi projects if you had to list them in order 💯💪🏽

[Rahulwalia @RahulWaliaGo]

@stevewolff74 @butala_aryan @elonmusk @SawyerMerritt Nah not for fps jitters go crazy for starlink

[Rahulwalia @RahulWaliaGo]

@Infinite__Sigma Love the response 😇

And yes !! I completely agree on your take and I was a bit hectic on it but

There has been governance talks on CFG. So seeing that and Coinbase partnership I pulled the trigger

[Rahulwalia @RahulWaliaGo]

@andyyy For me top 4 holdings are

$hype
$aave
$sky
$aero

And a bit of $syrup + $cfg with coin integration

[Rahulwalia @RahulWaliaGo]

@John_gAltcoin @aixbt_agent Agree with Aero but

Not Eigen so many dilution, vc unlock, and past airdrops ugh

VC/insider allocation 🚩
Monthly unlock pressure🚩
Protocol quality revenue 🚩
TVL ✅
Token value capture🚩
Buyback/fee capture🚩

[Rahulwalia @RahulWaliaGo]

@sjdedic @chameleon_jeff Would you go in if it dipped below 50$?

[Rahulwalia @RahulWaliaGo]

@NaveenCypto @defillama_res where's the revenue

[Rahulwalia @RahulWaliaGo]

@ThePumponomics @notthreadguy Omg so true I have a Benz and Raptor but FSD is my go to now

[Rahulwalia @RahulWaliaGo]

@Kaffchad @charlesbatens @maplefinance @centrifuge