Isabella

love beach’s and Crypto

[Crypto🧊house @cryptoicehouse]

Eventually !

This is what I wanted to see for $AKT in years now, say goodbye to low liquidity problems 👀

[Crypto🧊house @cryptoicehouse]

Remember when I called the move ?

I’m happy they made the right decision !

Any other chain wouldn’t be good for $AKT at all 🤝

[Crypto🧊house @cryptoicehouse]

A fair price for $AKT is around $4.14 if we go based on my Fibonacci theory.

Currently #AKT is down over 84% from this fair price.

Which makes it a great accumulation opportunity in my opinion !

[Crypto🧊house @cryptoicehouse]

$NKE is down over 78% from its all time highs, I believe it’s a really good time to buy as it hasn’t been at this price level over a decade !

[Crypto🧊house @cryptoicehouse]

Big Fees, Tiny Valuation: Can base:0x00000e7efa313f4e11bfff432471ed9423ac6b30 Break Out Before Competition Wins ?

Hydrex a #Base ‑based #DEX generating surprisingly large holder revenue relative to its tiny market cap, with nearly all protocol fees flowing back to token holders. The numbers look incredible on paper, but extreme illiquidity, a 98% drawdown, and fierce competition on Base keep conviction very low.

Real fees, real revenue, real distributions but optical yield does not automatically equal investment quality.

Key points:

• Base DEX with fee sharing to governance token holders

• HYDX token = governance + revenue participation

• ~$551k monthly fees and ~$537k monthly holders revenue

• Price ~98% below ATH ($1.20 → ~$0.019)

• Competes with Aerodrome, Uniswap, and other Base DEXs

Tokenomics:

~$940k circulating valuation.

~$2M FDV.

Utility:

• Governance

• Fee participation

• Liquidity incentives

Main bull argument:

Nearly all fees appear to flow back to token holders.

On paper, ~$537k monthly holders revenue against a sub‑$1M circulating valuation looks extremely attractive.

Main problem:

The token's liquidity is tiny, making theoretical yield very different from realised returns.

Bull case:

If Base trading activity remains strong and Hydrex maintains current fee capture, HYDX could re‑rate significantly from its micro‑cap valuation.

More trading volume → more fees → more holder revenue → stronger token demand.

Few tokens at this valuation show comparable fee generation relative to market cap.

Bear case:

Volume declines.

Liquidity migrates to Aerodrome or Uniswap.

Fee distributions change.

Token remains too illiquid for larger capital to participate.

The revenue remains real, but the market never rewards it.

Token utility depends heavily on sustained trading activity and fee distribution.

Verdict:

Watchlist for fee‑hunters only.

The fee metrics are impressive, but liquidity risk dominates the investment case.

Conviction remains low despite the strong revenue figures.

Overall rating: 2/10 👍

Is Hydrex actually one of the most undervalued fee‑sharing DEXs on Base, or will illiquidity + competition keep HYDX trapped as a high‑yield micro‑cap that never re‑rates ?👇

[mert @mert]

I am hiring a Head of Security at @Helius

you will be helping secure the most used infrastructure in all of Solana as well as multiple business lines

extremely high autonomy, stress, and rewards

best way to apply: find an intro to me

second best, apply below

[Crypto🧊house @cryptoicehouse]

#Anthropic IPO is coming soon.

At a valuation of 1.5 Trillion dollars, there is no room for profit for any investor.

I have received a lot of dms, basically asking me if they should invest in ANT at IPO. That’s my answer 👆

[Crypto🧊house @cryptoicehouse]

Remember what I said about $SPCX ?

If you bought in at IPO days you would have paid $220 a share.

If you waited as I suggested only 48 days later, price dropped to $105 per share, that is more than a 50% drop !

#Anthropic is the same case, absolutely great company with huge potentials but you need to wait and be patient !

[Crypto🧊house @cryptoicehouse]

Real #RWA Revenue, but Still a Small and Competitive Player

ethereum:0xc4441c2be5d8fa8126822b9929ca0b81ea0de38e issues ethereum:0x73a15fed60bf67631dc6cd7bc5b6e8da8190acf5 , a stablecoin backed by short-duration real-world assets, including tokenized U.S. Treasuries and cash equivalents. It has a live revenue-sharing mechanism, with a portion of the underlying yield distributed to USUALx lockers. But despite USD0 reaching ~$541M in circulating supply, the token’s direct economic opportunity remains limited. The product is real, but a growing stablecoin does not automatically translate into a valuable governance token.

Key points:

• ~$21M circulating market cap and ~$31M FDV.

• ~$330K in fees over 30 days.

• ~$322K in monthly protocol revenue.

• ~$106K–$150K in reported monthly holder revenue.

• Protocol TVL of approximately $85M.

Tokenomics:

USUAL’s market cap is small, and the reported monthly holder revenue looks attractive relative to its valuation. If $106K–$150K per month persists, that implies roughly 6–9% annualized against market cap, assuming the revenue is sustained and captured by lockers. This is not a guaranteed yield for every token holder.

The revenue-sharing mechanism directs some RWA yield and unstaking penalties to USUALx lockers. The recent reduction in maximum supply to 3B tokens is positive, but it does not eliminate risks from emissions or earlier token allocations.

The key question is whether USD0’s growth can generate a much larger, durable revenue stream. Current holder payments are meaningful for a small-cap token, but the absolute amount remains modest.

Bull case:

Demand for tokenized Treasuries and RWA-backed stablecoins continues expanding. USD0 attracts more capital, underlying assets generate consistent yield, and USUAL’s revenue-sharing mechanism becomes increasingly valuable. Its small market cap could support a substantial recovery if the project gains adoption and maintains transparent value capture.

Bear case:

USD0 growth stalls as larger competitors such as Ondo, Sky, Ethena, and established stablecoin providers capture demand. Fees and holder payments remain small, while regulatory, custody, redemption, and collateral risks undermine confidence. USUAL remains a small governance token attached to a stablecoin business that struggles to differentiate itself.

Verdict:

Usual is worth watching as a small-cap RWA project with an existing revenue-sharing mechanism. However, its competitive position is not especially defensible, and the current residual is too small to support a high-conviction 100× thesis. The next step is proving that USD0 growth translates into sustained increases in holder revenue.

Overall rating: 4/10 👍

Would you rather speculate on a small RWA token with a live but modest revenue stream, or choose a larger platform with deeper liquidity, stronger adoption, and a more established position in tokenized assets ?👇

[Crypto🧊house @cryptoicehouse]

$AKT deserves a lot more attention than it has currently, soon people will find out why, but in my opinion that will be too late for them to profit from it !

#AKT is needed in the #ai race 👀

[Crypto🧊house @cryptoicehouse]

@ProprXYZ has paid out over $3M to its traders. The average payout time is under 8 minutes 👀

They just crossed $5M in revenue even though they only launched in April.

To celebrate all this there is a 20% off all challenges for limited time only.

Use the link below to take advantage👇

https://t.co/3YnjZB4Voz

[Crypto🧊house @cryptoicehouse]

Real Revenue, But You Have to Lock for the Claim

ethereum:0xd533a949740bb3306d119cc777fa900ba034cd52 (Curve) is a major stablecoin AMM and the underlying revenue engine behind much of Convex’s yield. It generated roughly $3.9M in fees over 30 days, with ~$1.83M attributed to holders. That’s meaningful value capture by #DeFi standards. The catch? The benefits primarily go to veCRV lockers, while spot CRV is not the same as owning a revenue stream.

Key points:

~$3.9M in fees over 30 days.
~$1.83M in reported holder revenue.
~$313M in cumulative holder revenue.
Nearly all recent holder revenue came from Ethereum.
veCRV lockers receive a share of protocol fees, plus bribes and a crvUSD revenue share.
~$580M MC and ~$1.11B FDV.

Tokenomics:

CRV’s value proposition is built around locking. veCRV holders receive roughly 90% of the protocol’s share of pool fees, alongside bribes and a share of crvUSD revenue. But spot CRV does not automatically give you those benefits.

The latest $1.83M monthly holder-revenue figure annualizes to roughly $22M if sustained. However, emissions must be checked against that revenue before treating the locking yield as attractive. If token incentives outweigh the economic value received, the apparent yield may be less compelling than it looks.

LlamaLend V2 revenue is excluded from the holder-revenue line, so not every Curve product directly benefits CRV holders.

Bull case:

Curve remains important infrastructure for stablecoin swaps, with established liquidity, integrations, and a mature gauge system. If stablecoin trading grows and crvUSD adds meaningful revenue, veCRV lockers could continue earning attractive returns. Curve also remains the upstream source of much of Convex’s economics.

Bear case:

Stablecoin volume stagnates or shifts to competing AMMs. CRV emissions dilute holders’ economics, and the protocol’s mature market limits growth. Even if Curve remains operationally important, that does not guarantee strong returns for CRV buyers — especially those who do not lock.

Verdict: Worth watching for its real revenue and its role in the Convex ecosystem, but don’t confuse spot CRV with a claim on cash flow. The key questions are whether emissions are lower than the value distributed to lockers and whether stablecoin volume can grow. Verify both before committing.

Overall rating: 5/10 for the veCRV revenue claim 👍

Would you rather lock CRV for a share of real protocol revenue, or buy spot CRV and hope the market eventually rewards the ticker ?👇

[Crypto🧊house @cryptoicehouse]

Anyone can become a millionaire.

I’m serious !

This is the method 👇

1st acquire $1K

2nd look for a 5x

3rd find another 5x (at this level you are at $25k)

4th find a 8x token (now you at $200k)

Around this time we should be reaching the end of the cycle, so get ready to take your $200k and short bitcoin:native with a leverage 10x and when BTC dropped 40% close your position.

If you do all of that successfully you are now at $1m, you’re welcome !

Thank me later 🤝

[Isabella @queenoftrenchs]

@cryptoicehouse Really a 1/10 😱

[Crypto🧊house @cryptoicehouse]

A Leader in Tokenized Assets, but the Token Captures None of the Value

ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 is a major player in tokenized Treasuries and tokenized stocks, with billions in assets and real institutional distribution. The business is growing, but the big problem is simple: ONDO holders currently receive none of the protocol revenue. You may be buying the governance token of a successful business without owning its economics.

Key points:

• ~$3.5B in issued tokenized real-world assets in a cited September 2026 ranking.

• Roughly $1B+ in tokenized equities.

• ~$58M in annualized product fees, but only ~$12M in protocol revenue.

• Current fee switch sends $0 directly to ONDO holders.

• The product may succeed even if the token underperforms.

Tokenomics:

ONDO has a maximum supply of 10B tokens, with circulating-supply of 4.86B. Ecosystem incentives and future supply releases create dilution risk.

There is no native consensus staking mechanism, and the token’s primary role is governance. The critical issue is value capture: the business generates revenue, but that revenue does not currently flow to ONDO holders.

A fee switch could change the investment case, but until one is implemented, investors are paying billions for a token with no direct claim on the underlying business’s cash flow.

Bull case:

Ondo becomes one of the dominant platforms for tokenized Treasuries and equities. Assets under management expand, distribution strengthens, and governance eventually introduces a fee mechanism that benefits ONDO holders. The combination of RWA growth and improved token economics could drive a meaningful re-rating.

Bear case:

Ondo’s products continue growing while ONDO captures none of the financial upside. Ecosystem allocations add selling pressure, regulatory restrictions limit access to tokenized stocks, and investors eventually realize that owning the governance token is not the same as owning the business.

Verdict: Ondo may be a leader in tokenized real-world assets, but ONDO is not a direct claim on its products or revenue.

Overall rating: 7/10 👍 for the business; 1/10 for ONDO’s current value capture.

Would you rather own the token of a growing #RWA business that pays holders nothing, or wait until the revenue actually reaches the token ?👇

[Crypto🧊house @cryptoicehouse]

44% of you believe that $AKT will reach $9, honestly not a bad price target in my opinion.

Keep accumulating, that’s a solid 12.85x from current prices 🤝

[Crypto🧊house @cryptoicehouse]

Is $MU undervalued ?

[Crypto🧊house @cryptoicehouse]

Which #crypto is everyone buying ?

[Crypto🧊house @cryptoicehouse]

What is your price target for $AKT in the coming bull run ?

If different from the poll, comment it 👇

[Isabella @queenoftrenchs]

@cryptoicehouse What if your picks don’t work out?