⭕️ Key takeaways on why I think CRYPTO HAS TO EARN NOW: ⭕️
→ The last cycle ran on low float + high FDV. Less than 10% supply live while valuations hit $5B–$20B. Price moved on thin liquidity, not business strength.
→ Growth came from incentives, not demand. Over $2.8B was paid out to users. Capital chased yield, then rotated out just as fast.
→ This broke retention. TVL looked strong, but holding periods collapsed. Users weren’t paying for products. They were getting paid to show up.
→ When liquidity tightened, the model failed. Unlocks added sell pressure. Revenues were weak. Treasuries dropped with token prices, creating a feedback loop.
→ The shift now is simple:
Product → revenue → scale
71 protocols crossed $100M ARR. Onchain fees hit ~$20B in 2025 and are still growing.
→ Stablecoins became the core engine.
$33T volume processed
$5.2B revenue USDT (Tether)
$2.7B revenue USDC (Circle)
They sit at the base of every major flow in the system.
→ Yield is limited and often recycled. Up to ~50% of borrowing demand comes from looping strategies. That caps real returns and forces focus on actual revenue.
→ New winners own flow, not emissions.
Hyperliquid is a clean example. Revenue scales directly with usage. No need to subsidize behavior.
→ The market is repricing everything around one idea:
Cash flow > narrative
→ Crypto didn’t slow down. It got stricter. Capital now asks one question:
“Who is actually making money?”
Full article goes deeper into the numbers and structural shifts its definitely worth your time. 👇👇
https://t.co/KuFjoZBsnn
⭕️ Key takeaways on why I think CRYPTO HAS TO EARN NOW: ⭕️
→ The last cycle ran on low float + high FDV. Less than 10% supply live while valuations hit $5B–$20B. Price moved on thin liquidity, not business strength.
→ Growth came from incentives, not demand. Over $2.8B was paid out to users. Capital chased yield, then rotated out just as fast.
→ This broke retention. TVL looked strong, but holding periods collapsed. Users weren’t paying for products. They were getting paid to show up.
→ When liquidity tightened, the model failed. Unlocks added sell pressure. Revenues were weak. Treasuries dropped with token prices, creating a feedback loop.
→ The shift now is simple:
Product → revenue → scale
71 protocols crossed $100M ARR. Onchain fees hit ~$20B in 2025 and are still growing.
→ Stablecoins became the core engine.
$33T volume processed
$5.2B revenue USDT (Tether)
$2.7B revenue USDC (Circle)
They sit at the base of every major flow in the system.
→ Yield is limited and often recycled. Up to ~50% of borrowing demand comes from looping strategies. That caps real returns and forces focus on actual revenue.
→ New winners own flow, not emissions.
Hyperliquid is a clean example. Revenue scales directly with usage. No need to subsidize behavior.
→ The market is repricing everything around one idea:
Cash flow > narrative
→ Crypto didn’t slow down. It got stricter. Capital now asks one question:
“Who is actually making money?”
Full article goes deeper into the numbers and structural shifts its definitely worth your time. 👇👇
https://t.co/KuFjoZBsnn
🚨BREAKING: Crime is being committed on RAVE, be careful as this is just another PUMP and DUMP caused by bad actors
I highly suggest caution or slowly taking profit as it goes up or goes down....
@KobeissiLetter The reality is that ONLY the top earners added $2.2T the rest of the population either DID NOTHING or WENT LOWER
the rich gets richer, the poor gets poorer, middle class is stuck and slowly gets dragged back to being poor
The life of a 5 figure hell
@zhusu And the problem still not solve, global birth rate is still slowly dropping as cost of living gets higher
At this rate we need to make aphrodisiac more available to the public and more enticing as well!
Am publicly listing myself as a free donor, can have sex anytime anywhere
@zhusu And the problem still not solve, global birth rate is still slowly dropping as cost of living gets higher
At this rate we need to make aphrodisiac more available to the public and more enticing as well!
Am publicly listing myself as a free donor, can have sex anytime anywhere
@QEscapism50692@StarPlatinum_ I honestly dont know if the agency is still alive, havent heard from the founders since they invested a lot and fronted capital to pull off the PMF early on
They essentially paid for kols, pr, and other expenses which was supposed to be paid by gunzilla after......
Bored ape holders are so retarded for not selling in the last NFT bull run, what u gonna do with those jpegs suck on them?
Yeah they down 95% now some below 2 ETH and it was running a whole lot more than that at its peak
There bags got murdered so much lots left the space