Dick Mateo 🏴‍☠️

Just a guy who likes all things Business. Investor, Marketer, Entrepreneur. Reader discretion is advised.

[Dick Mateo 🏴‍☠️ @Richard4fun]

AVAX rally means $AVX is undervalued by more than 80%! Tiny float should have a giant move north when this is noticed.

$AVX holds $159 million worth of AVAX and most of it is staked earning then more AVAX. Current market cap of $AVX as of this morning is $35 million.

[wyck 📴 @wyckoffweb]

Scammers found a way to make people drain their own wallets without sending them a phishing link.

They uploaded YouTube tutorials showing people how to build an AI crypto trading bot with Claude.

People followed the tutorial themselves.

Copied the code.

Deployed the smart contract themselves.

Funded it from their own wallets.

And approved every transaction themselves.

Except the “trading bot” had no trading logic.

It was built to send their ETH straight to the scammers.

224 wallets lost 274.6 ETH, worth about $517,000 when it was stolen.

The median victim lost 1 ETH.

Some victims even got an error after getting drained telling them to deposit another 50% to fix the bot.

They literally got people to build, fund and approve their own wallet drainer.

You've got to be very careful this days

[Dick Mateo 🏴‍☠️ @Richard4fun]

@jasonlewris When you have to sell. You have to sell.

[Dick Mateo 🏴‍☠️ @Richard4fun]

@Cryptocetoeth1 RWA means absolute shit for the tokenomics of AVAX. Look at the inflation hedging of an L1 it is next to 0. The foundation needs to make each L1 node pay AVAX with a USDC pegged price. Why are projects that used to burn $100-130 per node per month getting the same thing for $9?

[Dick Mateo 🏴‍☠️ @Richard4fun]

@sama Would really appreciate if you guys didn't build Terminator the documentary.

[Dick Mateo 🏴‍☠️ @Richard4fun]

@grok Yeah but what happens when humans no longer control it and AI is creating more advanced versions of itself without human input?

[Dick Mateo 🏴‍☠️ @Richard4fun]

@Grok please explain why we are not going to get eliminated by AI advancement?

[Dick Mateo 🏴‍☠️ @Richard4fun]

@JP_Futures Just another massive mistak by the foundation. These guys have destroyed token value at every turn. Fees need to be structured so that all L1's provide meaningful fuel to the AVAX token burn. Otherwise this chain will never secure value.

[Dick Mateo 🏴‍☠️ @Richard4fun]

@elonmusk This is why real estate is unaffordable. Every third world turd liberals invited in with open flaming arms came here and stole as much tax payer money as they could get their dirty hands on then proceeded to launder it into real estate. Shit down Medicaid / Medicare until

[Dick Mateo 🏴‍☠️ @Richard4fun]

$RARE biotech's were beaten down today on negative news from $AMGN and $NVS . I think this set-up is nice for $RARE coming into next decision and commerical revenue and operating on approved drugs that will be their near term focus. I don't think M&A sharks are ignoring it.

[Dick Mateo 🏴‍☠️ @Richard4fun]

@nickshirleyy Newsom needs to go to prison along with every liberal who pushed this garbage and took the money for their schemes.

[Dick Mateo 🏴‍☠️ @Richard4fun]

@PrinceUk7pps $25 million a year buys a lot of what she was selling. If this is even true.

[Dick Mateo 🏴‍☠️ @Richard4fun]

@nickgerli1 Probably missing the point. Transient style migrants who were on temporary visas. Sure some slippage in prices will happen with the addition of supply. That’s a good thing.

[Dick Mateo 🏴‍☠️ @Richard4fun]

@TheBokcast If you believe that I have property on the moon you can buy.

[Dick Mateo 🏴‍☠️ @Richard4fun]

Yes exactly. For starters you guys @avax could make the L1 validator fee a USDC or USDT amount. Why are these nodes paying 1.33 per month at $8 AVAX? They had no issue paying that at $55 AVAX. Further there needs to be other mechanisms of consistent burn. Look at what HYPE has

[JP_BITUNIX.BD @JP_Futures]

I’m an avalanche-2:native investor.

And I’m going to ask the Avalanche Foundation a very simple question.

Why should institutional adoption increase the value of the AVAX token?

I invested in Avalanche because I believe it is still one of the strongest Layer-1 projects in crypto.

The technology is there.

Institutional partnerships are coming.

Progmat in Japan.

Institutional adoption in Korea.

RWA.

Real-world use cases.

The headlines look great.

But here’s the problem:

The token price doesn’t care.

If another Layer-1 announced the same level of institutional adoption, the market would probably pump 20–50%.

Avalanche?

Nothing.

Why?

Because investors are starting to ask a very uncomfortable question:

Where is the value accrual to AVAX?

Maybe I’m wrong.

If I am, please correct me.

But as I understand it, institutional participants can operate as validators with a relatively small AVAX requirement, and not every ecosystem activity necessarily creates meaningful demand for AVAX.

So what exactly forces institutions to BUY and HOLD AVAX?

Where is the structural demand?

Where is the accumulation mechanism?

Where is the scarcity mechanism?

Where is the value capture?

And most importantly:

Where is the reason for retail investors to hold AVAX?

Please don't just tell us:

“More institutions are coming.”

“More RWA is coming.”

“Avalanche is building the future.”

We already know the narrative.

Show us the mechanism.

If institutions enter Avalanche, generate billions in activity, and use the infrastructure without creating meaningful demand for AVAX...

Then what exactly are AVAX holders supposed to gain?

At that point, institutions could be living in the Avalanche ecosystem like illegal immigrants:

They enter.

They use the infrastructure.

They consume resources.

They contribute to the ecosystem.

But they don't necessarily create enough demand for the token itself.

That is the part that concerns me.

I genuinely want Avalanche to succeed.

I want avalanche-2:native to go up.

That is precisely why I keep asking these questions.

The Avalanche Foundation needs to stop selling only the ecosystem story and start explaining the AVAX token story.

Tell us clearly:

Why should I buy AVAX?

Not why I should use Avalanche.

Not why institutions should use Avalanche.

Not why developers should build on Avalanche.

Why should I, as an investor, own the token?

If there is a strong answer, explain it.

If there is a mechanism, show it.

If there isn't one, then fix it.

Because good news without token value accrual is just good news.

We need more than headlines.

We need a reason for avalanche-2:native to capture the value of the ecosystem it is building.

@el33th4xor @avax @AvalancheFDN @AvaxTeam1

[Dick Mateo 🏴‍☠️ @Richard4fun]

@savipww If you believe any of this bullshit I have ocean front property on the moon to sell you.

[Dick Mateo 🏴‍☠️ @Richard4fun]

It won't and they won't because the economics for token holders and stakers is completely broken. This is a hot turn that loves to throw out big names. Until they change the game of fee generation there is net negative value from holding avalanche-2:native

[BEEGS 🔺 @SerafinJon]

@avax And this benefit benefit the $AVAX token? Please elaborate this

[Dick Mateo 🏴‍☠️ @Richard4fun]

This x 10 @AvalancheFDN @avax what is actually happening to support the AVAX token? This is a laughing stock of mediocre chains at this point. You won't make a dent in supply for 500 years at the current rate of burn.

[Tojo @Ulinskit87420]

@avax Another total government freebee. Why even throw this in the face of token holders? They get nothing from this. Read it. The main reason they opted for the chain is because there were no financial ties to the token. Whoever buys this garbage coin needs to start doing DD. It is bs

[Dick Mateo 🏴‍☠️ @Richard4fun]

@avax What does this mean for fee generation? Endless free programs have amounted to less than shit for AVAX token holders. Increase the fees or this chain has zero value.

[Dick Mateo 🏴‍☠️ @Richard4fun]

@TukiFromKL This story is way older than the modern AI rush.