notNirbhik

building @tdldoteco. early at @0xPolygon (@maticnetwork) erevald @_buildspace s4, @Kernel0x kb 7

[notNirbhik @NirbhikJangid]

https://t.co/Nq21L8myTg

[notNirbhik @NirbhikJangid]

@Adityaaa_Sharma all the best 👍

[notNirbhik @NirbhikJangid]

@lmrankhan isn't it same as what people tried with governance and everything around it? tbh, not many participate in that.

[notNirbhik @NirbhikJangid]

@d3h3d_ sad to hear. may his soul rest in peace!

[notNirbhik @NirbhikJangid]

@buntyverse after building startup cities

[notNirbhik @NirbhikJangid]

@jessepollak good to hear about this new direction and all the best!

it's critical to hear opinions and change the course accordingly, and it takes more courage to accept the mistakes. appreciate and respect the honest take 🫡

@solana is waiting! ⚔️

[Xone 🜚 @kingsleyxone65]

funny how I'm just seeing this tweet, i wished I saw it earlier.

but here's my take 👇

the valuation gap between those three is not just about revenue.

the market don't price revenue alone, it also prices who captures that revenue.

HL token has a clear value accrual mechanism.

a significant portion of the protocol revenue is used to buy back hype creating a direct link between protocol success and token holder value.

99% of fees used for buybacks and burn btw.

that means when revenue grows, investors can expect some of that value to flow back to the token.

https://t.co/xgfvN4KF9O is different.

the launchpad generates substantial revenue agreed, but the market is less convinced that token holders will benefit greatly from that revenue over time.

on top of that, the platform carries reputation from the memecoin ecosystem and in this case sustainability is always questioned(which i believe we know why btw).

so while both protocols may generate similar fees, the market isn't just valuing frees, it's also valuing

• revenue durability
• future growth like @ugwumx stated
• value accrual
• and confidence that the token holders participate in the upside

that's why protocols with similar revenue can trade at completely different valuations.

so rather than asking how much revenue do they generate?

it's best we ask; how much of those revenue goes back to token holders and how sustainable is that revenue?

for Collector crypt, it's my first time hearing about it

[notNirbhik @NirbhikJangid]

@afscott congrats and welcome Katerina!

[Robert Chen @NotDeGhost]

Aztec just got hacked *again* for $2M 🫠

[notNirbhik @NirbhikJangid]

@MonkeFoundry gMonke

[notNirbhik @NirbhikJangid]

@sacha @vibe_trading

[notNirbhik @NirbhikJangid]

@0xSrMessi @f0x1777 @solx_ar congratulations ser and all the best 🎉

[notNirbhik @NirbhikJangid]

@kingsleyxone65 yeah, people will fill it with content that might not be as useful as we think

[notNirbhik @NirbhikJangid]

i stopped using instagram because it became tiktok, seems like x is doing the same thing

[atharv @atharvelhal]

bangerrr!

[Colosseum @colosseum]

Crypto’s next bull market winners are being forged in today’s bear market.

[notNirbhik @NirbhikJangid]

@colosseum 👀

[heyclicky @heyclicky]

never touch me again

[notNirbhik @NirbhikJangid]

@NKLinhzk yeah seems like a lame decision

[notNirbhik @NirbhikJangid]

@NKLinhzk yes ser

[notNirbhik @NirbhikJangid]

back from a small break.
lots to do, lots to catch up on, and lots to fix.