Defi Dividends

trenches

[Defi Dividends @DefiDividends]

@evfiend i guess this is the exception. if they own the entire market then yeah upside is a lot higher I think

https://t.co/eBlOGy82de

[Spenny Pretzel @spennypretzel]

People arent understanding the insane value of $gSPEED

Example: Shohei Ohtani Card - https://t.co/I7kfD7I04W

Grail owns 5 of these in their vault, but there are 5k+ of the same card in worldwide circulation. Those external cards/any sales of them dictate the price of the card.

There are only 2 Speed Cards - https://t.co/pyPnIev8Oq owns them BOTH. There are no others out there, meaning grail determines the price.

This could squeeze to absolutely ridiculous valuations once people start to understand this.

[Defi Dividends @DefiDividends]

@evfiend https://t.co/f4lljI0Uax

wemby up 2x since feb 2026. obv good but it doesnt just pop 3x even after winning the finals

[Defi Dividends @DefiDividends]

@evfiend should not go up like multiple X's thats for sure

[Defi Dividends @DefiDividends]

@evfiend me either lol so coming at this from a crypto lens mostly

and yeah good points. if they add additional cards to the vault backing the token then yeah that makes sense

[Defi Dividends @DefiDividends]

@evfiend gwemby example:

50 vaulted * $3k per card value = $150k mcap

currently trading at 600k

unsure of exact mechanics for getting price back inline but clearly the gwemby token price is overvalued

[Defi Dividends @DefiDividends]

cool product for sure, but dont see why buying the tokens make sense? they are tied to the actual valuations of the cards so any price pump above market price will just get arbed back down?

it makes sense if you actually want exposure to the card, but the 100%+ gains seem short lived?

[Defi Dividends @DefiDividends]

@lordofthebags @TheFlowHorse i guess lol

[Defi Dividends @DefiDividends]

@evfiend generally agree

but the tradeoff was buying btc at $1 was infinitely more uncertain than buying crypto now so they got rewarded for that

[Defi Dividends @DefiDividends]

think https://t.co/LCZ4Zq5XWW is pretty cool

the 10k tokens <> card conversion angle is neat and gives these cards a true liquid market

killer use case for crypto imo

will be looking into ways to get exposure and hoping for a future airdrop/token

[Defi Dividends @DefiDividends]

@sacha https://t.co/cw3AwC5Mbb

[Defi Dividends @DefiDividends]

What if the main goal of launchpads was to launch 5-10 coins per year that eventually become a top 250 coin instead of optimizing around thousands of daily scams/rugs/etc?

This could be what @MetaDAOProject is going after with their launchpad. A more curated approach that should lead to more successful outcomes.

With futarchy amm coming soon, all future projects launched on Metadao will generate trading fees for the protocol.

You get some crazy revenue numbers if you take the average volume of a top 250 coin and slap on a small trading fee. And then multiply that by 5-10 in the first year. Then do that for many years after.

You eventually end up in a similar spot to Pump fun but with a much more robust and sustainable source of revenue

[Defi Dividends @DefiDividends]

@chamathsintern @dcfgod rari his only prev one?

also bankrupt is a p aggressive term here lol

[Defi Dividends @DefiDividends]

@himgajria who is going to be the general motors this time around?

[Defi Dividends @DefiDividends]

@0xSisyphus tech not the issue

however, I dont think the avg user on PM/kalshi wants to trade perps

but I think the average user on HL wants to trade prediction markets

[Defi Dividends @DefiDividends]

@himgajria but one has a token

[Defi Dividends @DefiDividends]

@pythianism Respect

[Defi Dividends @DefiDividends]

@Credib1eGuy do they actually think it is not traceable? or are they using BTC simply as a way to avoid the traditional system/sanctions

[Defi Dividends @DefiDividends]

@rasmr_eth rasmr vs the market

[Defi Dividends @DefiDividends]

@KeyboardMonkey3 @TheFlowHorse def illiquid

10k market buy gets you 2x avg price vs. current market price