spacebyte ⛓

Crypto Enthusiast • Web3 Guy • Defi • AI • RWA • Gamefi • Multichain Analysis • Marketing Strategist • NFA • Threador 🧵🦅

[spacebyte ⛓ @_thespacebyte]

https://t.co/0qLfRZ81wm

[spacebyte ⛓ @_thespacebyte]

@ZeusRWA Gm Zeus

[spacebyte ⛓ @_thespacebyte]

@Mayacrypt @HyperliquidX Liquidity brought them in last cycle. Distribution keeps them in this one

[spacebyte ⛓ @_thespacebyte]

@JefferyCrypt Happy birthday champ

[spacebyte ⛓ @_thespacebyte]

@the_moonxbtee Idle stables = wasted compounding.

[spacebyte ⛓ @_thespacebyte]

@AdriansCryptoo @Onicornofficial @YOM_Official Waiting on launch

[spacebyte ⛓ @_thespacebyte]

@CryptoOHungry @onebanking_app Good share!

[spacebyte ⛓ @_thespacebyte]

@renksi @injective It’s been pumping lately

[spacebyte ⛓ @_thespacebyte]

@kylobtc Stacking up $NPC

[spacebyte ⛓ @_thespacebyte]

@Alaouicapital @LABtrade_ Position earl

[spacebyte ⛓ @_thespacebyte]

@AdriansCryptoo @Onicornofficial @YOM_Official June 5th

I’m sat!

[spacebyte ⛓ @_thespacebyte]

@NKLinhzk @TermMaxFi Time to dig in

[spacebyte ⛓ @_thespacebyte]

@WatcherGuru Down we goooooo

[spacebyte ⛓ @_thespacebyte]

The DeFi space keeps talking about which DeFi protocols survive.

Wrong question.

@CurveFinance already survived.

The intriguing part is that it won, and still doesn’t monetize the way most people think it should.

According to DefiLlama:

• $647K revenue over the last 30 days
• $152K revenue over the last 7 days

For one of the most important pieces of DeFi infrastructure, those numbers feel surprisingly low.

But that’s the point.

CT still assumes:

• more usage means more value.
• more integrations means more revenue.
• more dependence means better economics.

It doesn’t work like that.

The more essential infrastructure becomes, the more everyone expects it to be cheap.

Same pattern we’ve seen elsewhere:

• roads.
• internet bandwidth.
• cloud storage.

The value doesn’t always stay in the infrastructure.

It often moves up the stack to whoever owns the user relationship:

• interfaces.
• aggregators.
• exchanges.

Curve might be more important than a lot of protocols.

That doesn't mean it's where the economics end up.

[spacebyte ⛓ @_thespacebyte]

@trading_axe 🤣🤣🤣😭

[spacebyte ⛓ @_thespacebyte]

@crediblefin Incredible growth

[Defi Jonaso ❖ @Jonasoeth]

https://t.co/v9pFnv6Z1q

[spacebyte ⛓ @_thespacebyte]

@sheikhakash69 Good share

[spacebyte ⛓ @_thespacebyte]

@JohnsonBam85400 @XOOBNetwork $XOOB

[spacebyte ⛓ @_thespacebyte]

@little_HED @Tokra_collectiv @BradsOnEth @thecollectoreye I’m ready

[spacebyte ⛓ @_thespacebyte]

@Focus_minds Nioce