Swag L┃Crypto₿ased.xyz

Head of Research at @CryptoBased_

Holder of $RLB $jupSOL $BTC $JUP #Saga
#NotFinancialAdvice

[Swag L┃Crypto₿ased.xyz @SwagLynge]

📈 $RLB is the most undervalued token, here is why 👇

@rollbitcom has one of the only tokens with real utility and cash flow, but it is still only valued at a $170m market cap.

I will in this tweet break down its 💡 utility, 💸 cash flow, and the 🔮 future of $RLB.

$RLB Utility 💡

1. RLB Lottery:
- Free lottery for all $RLB holders giving away money every 100 bitcoin blocks.
- Estimated $3.6m given away yearly, based on the last 100 lotteries.

2. Reduced Trading Fees:
- Holders get reduced trading fees on Rollbit’s perpetual trading platform.

3. Rakeback:
- Holders get increased rakeback when playing Rollbit’s casino games.

$RLB Cash Flow 💸

@rollbitcom has three core products that generate revenue, where part of the revenue is used to buy back $RLB and burn it.

1. Casino:
- Generates an estimated $273.2m yearly, based on the last 30 days.
- Uses 10% of this to buy & burn $RLB.

2. Perpetual Trading:
- Generates an estimated $59.1m yearly, based on the last 30 days.
- Uses 15% of this to buy & burn $RLB.

3. Sports:
- Generates an estimated $45.9m yearly, based on the last 30 days.
- Uses 20% of this to buy & burn $RLB.

📈 This is an estimated $45.5m used yearly for buying and burning $RLB! 📈

$RLB Future 🔮

$RLB is currently only valued at a $170m market cap, this means that 26.8% of the $RLB supply will be burned in the next 365 days if the current valuation stays the same.

This is extremely bullish and also means that $RLB must go up in price if revenue stays the same or else all supply will have been burned in less than four years.

I think that the low valuation of $RLB is because of the higher appeal of other tokens and that $RLB might seem like the more boring safe choice.

I believe that $RLB will be a good buy, especially if you want to invest in something that has real value and a good cash flow.

[Swag L┃Crypto₿ased.xyz @SwagLynge]

@CCCDawg @ORE I know a lot about ore. I was one of the first to mine it in V1 on launch day and made my share of the pie.

I am not saying anything against the project (@ORE ), just noting that the community is pretty toxic.

[Swag L┃Crypto₿ased.xyz @SwagLynge]

@CCCDawg @ORE You are literally pumping your own token using the so-called 'info' if the information was important to you, then you would mention it without mentioning ORE.

[Swag L┃Crypto₿ased.xyz @SwagLynge]

Mining on @zinc_cash feels simpler; there are no tiles with better EV than others, because it is anonymous. When using @ORE i feel like you have to have a way more in-depth understanding of how to maximise EV, as there are more levels to maxing returns.

[Swag L┃Crypto₿ased.xyz @SwagLynge]

A protocol that does not misappropriate users' assets, who is building this?

[PiggyBank @piggybank_fi]

Dear Community,

- One month ago, PiggyBank got into a new position for $100k (~2% of the portfolio at the time), as part of the strategy’s scope of deploying into mid-cap basis trades.

- The strategy involved purchasing locked $LAB tokens at a significant discount through a Tier-1 OTC desk and hedging that exposure through perpetual shorts. During the holding period, $LAB experienced violent manipulation, including chaotic price movements on thin liquidity, and deeply negative funding rates.

- Maintaining the hedge became economically irrational and would have caused us to cross our risk thresholds. We therefore decided to close our short to cap the downside.

- In accounting terms, the total value of our $LAB locked position is $1.35m at current prices. However, due to the illiquid nature of this position, Piggybank is excluding it from the NAV until the first unlock on August 14. Even though this is an evolving situation that could still generate substantial returns, this is the fairest and most transparent way to let users manage their liquidity.

- Accordingly, today’s NAV will show a ~15% drawdown on the USDC vault, ~12% on SPYx and ~9% on JitoSOL.

- A detailed report will be published next week with next steps.

[Swag L┃Crypto₿ased.xyz @SwagLynge]

@tomwanhh What is all loss was just passed onto AAVE by minting a new LST and sending it to all holders 1 minute before the hack?

[Swag L┃Crypto₿ased.xyz @SwagLynge]

@cryptolimbo They did not do everything right…

i. Too high cap on external assets.
ii. No maximum withdrawable amount per hour to protect from this.
iii. Weak lending rate curve that allowed for 100% utilization and only 7,8% APY for lenders.

[Swag L┃Crypto₿ased.xyz @SwagLynge]

Who designed @aave lending rate curve?!?

How is it okay that 100% utilization only triggers a 15% apy on stables, and 8,7% for wETH.

This is mind blowing to me? Curve should increase to 100+% for 99 to 100 % utilization, is this not a no brainer?

[Swag L┃Crypto₿ased.xyz @SwagLynge]

To all the people saying @KelpDAO was exploited, not @aave, remember that Kelp still has all their ETH locked in the staking contract.

If they decided to take a snapshot of holders 1 minute before the hack and redistribute a new liquid staking token, then @aave would be fucked.

[Swag L┃Crypto₿ased.xyz @SwagLynge]

The big question now for @aave and @KelpDAO is if the loses will be socialized across also ethereum:0xa1290d69c65a6fe4df752f95823fae25cb99e5a7 holders or if KelpDAO will try to pass the entire loss onto Aave?

Only time will tell…

[Swag L┃Crypto₿ased.xyz @SwagLynge]

@UziCryptoo

[Swag L┃Crypto₿ased.xyz @SwagLynge]

@JoeyMannarino Using median Spanish income to say that the entirety of Europe is poor is like using the median income of Mexico to tell that the entirty of North America is poor…

[Solar ☀️ @DefiSolar]

https://t.co/TLGQIMO2gw

[Rollbit @rollbit]

We're excited to announce that the #RollbitStore is officially OPEN for business!

Every piece of merch has been carefully crafted to bring you the best product possible.

To celebrate the grand opening we're gifting 5 followers a limited edition Rollbit Lootbox!

[Crypto₿ased┃Research & Analysis @CryptoBased_]

January 2026 Report for $RLB - Revenue and Burns! 🚨

The monthly report is live! This month, 1.78% of the supply has been burned, down from 2.02% previous month. 🔥

Read the report below ⬇️ or on https://t.co/9K4coMN5mw

[Swag L┃Crypto₿ased.xyz @SwagLynge]

@k0k1eth @itstuyo @KASTxyz @ready_co @AviciMoney ?

[Swag L┃Crypto₿ased.xyz @SwagLynge]

Positions like this using high leverage loops of $sHYUSD will be liquidated if $SOL drops between 15-20% more, according to @hylo_so's own risk dashboard.

Please consider reducing leverage in positions to stay safe amid turbulent market conditions.

[Mark @markwasonline]

Moltbook is cool and all but have you ever gotten 23% APY while farming 2 airdrops?

[Swag L┃Crypto₿ased.xyz @SwagLynge]

Disclaimer: This is a well-known risk of using the Stability Pool product that is offered by Hylo. I do not believe there is any increased risk to holding normal $hyUSD or $xSOL.

[Swag L┃Crypto₿ased.xyz @SwagLynge]

The market is dragging down the $xSOL price, and as this is happening, the risk vs reward for holding $sHYUSD is exponentially decreasing.

Right now, a 15% decrease in $SOL price will cause the stability pool to lose over 1 year's worth of yield.

cc: @hylo_so

[Swag L┃Crypto₿ased.xyz @SwagLynge]

@bsturisky Hi, is this offer still on the table?