theMac ⛏️

Student of the markets || Substack: || Dune:

[theMac ⛏️ @__LeMac]

https://t.co/XRUs06etvk

[Tushar Jain @tushar_jain]

1/ Multicoin published a full analysis & valuation of Hyperliquid (HYPE).

HYPE is now one of the largest positions in our liquid hedge fund. We've been accumulating aggressively since February.

Here's why we believe HYPE will be one of the best performers over the next cycle:

[Jamie Coutts CMT @Jamie1Coutts]

Hyperliquid has shown the way and basically thrown down the gauntlet to everyone else: clean up your token policy or get left behind. It funds buybacks straight from protocol fees, and other teams are now responding in kind. Jupiter has been reworking how value flows back to its token. NEAR has roughly halved emissions while funding buybacks from the fees generated by that activity, with plans to trim inflation further still.

This is what I been working through at @RealVision in a recent report discussing my Value Accrual Factor. The quantitative results, while striking, are more instructive than investible (shorting is difficult in crypto). But there is signal there about what drives outperformance going forward.

Finally, in crypto we may see the emergence of supply discipline as a theme.

[theMac ⛏️ @__LeMac]

@DefiLlama I know $ore cakes more than many on this list matter of time tictok

[DefiLlama.com @DefiLlama]

Holders revenue represents the portion of a protocol’s revenue that accrues to tokenholders.

The protocols had the highest Holders Revenue over the past 7 days:

[XO @Trader_XO]

In trading, intuition can carry you for a while.

We can catch great moves in forgiving conditions like alt season and mistake good timing for real edge.

But over time, the market separates luck from something repeatable.

The real shift comes when we stop trying to predict every move and start thinking probabilistically, risk defined, asymmetry identified, uncertainty accepted, execution repeated.

The edge is not being right.

The edge is being paid properly when you are.

When markets are tough and you're struggling to trade I guess theres always a rainbet deal somewhere... joke

[theMac ⛏️ @__LeMac]

@zinnresearch Looks good Zinn keep it up!

[Zinn⛏️ @zinnresearch]

Excited to announce the launch of https://t.co/0DJiWMs9io, a website dedicated to being @ORE's historical archive.

Built in collaboration with @willdxyz, the site features every MineShaft Weekly edition, the full history of ORE's v3 and soon, the most important community media.

[aaalex.hl @aaalexhl]

The only Crypto worth buying are the tokens with 99% of revenue going towards buybacks with 0 VC funding

And there's only two tokens that fit the criteria

[theMac ⛏️ @__LeMac]

@DiggyMonke Facts the era of launching multimillion MC projects without revenue are behind us. Q

[Diggy ⛏️ @DiggyMonke]

A reminder. Look for projects with steady and/growing revenue, low overhead, buybacks with additional yield back to holders.

Also immutable protocol features, future proofing (quantum resistance), capped supply, fully diluted, no VCs, and a solid founder with vision.

That's not too much to ask right?

Besides $ORE what else is there?

[Zinn⛏️ @zinnresearch]

https://t.co/EJZqvTRMGn

[ORE @ORE]

https://t.co/SXBwY1nHHV

[Zinn⛏️ @zinnresearch]

https://t.co/rHLJPqdfgk

[mattytay @mattytay]

There will be many copycats of @Ore, just as there were many copycats of Bitcoin in the early days.

Speculative value may scatter for a season, but it will ultimately be consumed back into Ore.

Let a thousand forks bloom.

[theMac ⛏️ @__LeMac]

@ORE The mines is the best place to be on solana once you go in you’ll never come out

[ORE @ORE]

MOTHERLODES THIS SIZE SHAKE THE MINES!🪨⛏️

Mining volume spiked to six month highs last week, with over $2.5M worth of SOL deployed in 24h chasing the 600+ ORE Motherlode. The protocol produced $412,203 in revenue in the 48h leading up to the $78k ML hit.

In SOL terms, this was the heaviest session since last November. In USD terms this was the highest volume since January.

These mines are not slowing down.

Keep your hard hats on.

[theMac ⛏️ @__LeMac]

@Theptilla You had the opportunity to use “lOREng risk assets”

[Hardhat Chad ⛏️ @HardhatChad]

I believe in @ORE

[theMac ⛏️ @__LeMac]

@zinnresearch

[Zinn⛏️ @zinnresearch]

https://t.co/0gqhcL1Xcr