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Arthur Hayes: Most Tokens Fall Because Projects Pocket Protocol Revenue On May 23, 2026, BitMEX co-founder Arthur Hayes Arthur Hayes stated on the What Bitcoin Did podcast that most crypto projects fail to return the economic value created at the protocol level to token holders. He believes early venture...

14,152 просмотров • 1 месяц назад •via X (Twitter)

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How to Figure Out Whether a Crypto Token Is Worth Its Trading Price In this episode, José Maria Macedo and Ari Paul discuss: 😱 How upcoming token unlocks are about to flood the market with higher supply than demand for a long while 👍👎 Whether VCs are extractive to token projects or not 🚀 How to design tokens for long-term growth Timestamps 🔹 00:00 Intro 🔹 01:58 Why upcoming token unlocks are creating market jitters 🔹 10:22 How the ratio of unrealized gains to market cap influences token price movements 🔹 12:22 How some token projects manipulate their reported circulating supply 🔹 20:24 Whether and how everyday investors can uncover the truth about token projects 🔹 23:37 What secondary market trading says about the potential impact of upcoming token unlocks 🔹 34:50 Why Jose believes that the current token launch strategy, despite its flaws, is still favored by insiders and unlikely to change soon 🔹 41:02 Why some projects favor decisions that are more likely to result in short-term gains over long-term success 🔹 46:36 Why Jose believes that simple time-based token unlocks often work better than complex metrics, and how projects can balance funding with realistic success metrics 🔹 53:04 Why Ari believes the SEC's investigations into VCs for acting as securities dealers might be justified, and how these practices resemble pump-and-dump schemes 🔹 59:11 With numerous token unlocks looming, why the outlook is bearish for many projects, and what challenges they face in mitigating potential sell-offs 🔹 1:05:52 Why many crypto investors might end up holding the bag in the current cycle, despite plans to sell early and avoid losses 🔹 1:12:27 What the future role of VCs is in crypto, and how the influx of token unlocks and the rise of meme coins could shape the bull cycle

Laura Shin

180,481 просмотров • 2 лет назад

"Because AI took all the money." Arthur Hayes (Arthur Hayes) is co-founder of BitMEX and one of the most-read macro writers in crypto. While everyone waited for the next leg up, he explained why the money stopped flowing into crypto and what brings it roaring back. "There's no cash to go to crypto. AI sucked it all up and it'll keep sucking it up until the bubble bursts." We cover: - Why ~$1.5 trillion of new money since ChatGPT went to AI instead of crypto, and what that did to Bitcoin - Oil, Iran, and the inventory-restocking shock he thinks the market is mispricing - Why he exits a trade the moment the asymmetry is gone, even one he's loved for months - What he hunts instead: maximum hate, minimum downside, room to run - Why he's "more concerned with capital preservation than capital accumulation" - The convexity philosophy: betting on 1% odds becoming 10%, not 50% becoming 75% - Why Bitcoin really stalled and why Saylor isn't the reason - Why he refuses to trade a four-year-cycle calendar - "The big print": the crisis he's staying liquid for, and why that one moment sets up two decades of returns Thanks to Arthur for coming on New Era Finance Podcast. Highlights: 00:00 - A Deal, Oil, And What Markets Are Pricing 08:00 - Why Crypto Got Left Behind 09:32 - "AI Took All The Money" 24:00 - When He Exits A Trade He Loves 30:00 - What He's Hunting Now 33:57 - The Convexity Philosophy 41:51 - Why Bitcoin Really Stalled 43:55 - Why He Won't Trade A Calendar 45:18 - The Opportunity Nobody's Ready For 46:12 - "The Big Print" And Staying Liquid

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243,720 просмотров • 22 дней назад

Equity vs Token In 2022 the dual-capital raise structure (equity + token warrant) got standardized in crypto and in its consequence forever hardcoded venture funded tokens to drift to zero. Tokens are now deployed to speed run liquidity for investors and founders, and are a rescue string to pull for investors once the equity investment doesn't look bright. The dual-capital raise structure made tokens the inferior vehicle over the equity, and even though both are usually marketed to retail as the same thing, the value proposition differ immensely. We now see this trend reverse after years of I'm happy to release Street's research paper today alongside Ash : "Bifurcation of Equity and Token in Cryptocurrency Markets". Read here: Venture Capitalists usually try to hide this or not talk about it because it's an uncomfortable topic admitting that the tokens have no Information, Governance, Economic or Litigation Rights and the people buying it for more than $0 are literally just speculating on these rights existing at some point. From a fundamental perspective one could argue that the fair value of all these coins is 0 + the odds of the team ever giving the token holders rights. You can convert your already live token to easily without redeploying or changing code, if you are interested go to and we'll talk with you or shoot me a PM. We take 0bps fees & pay for all the legal fees. We work together with the best security lawyers and the same SEC litigation lawyers that represented Ripple in front of the SEC. Our international legal stack is with firms that are working with Goldman Sachs, JP Morgan Chase and every large bank in the US. Street & ERC-S stands for quality. It's time to be courageous and provide your token holders with actual value & not just a slop token that has nothing to do with your business.

Lukas (miya)

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🚨 BREAKING: THERE ARE RUMORS YOU CAN NOW CREATE "SAFE TOKENS" DIRECTLY ON ETHERVISTADEX What are "Safe Tokens"? "Safe Tokens" are tokens generated through our SafeTokenFactory smart contract. These tokens are designed to eliminate vulnerabilities such as mintable functions or scammy taxes and come with a standardized implementation. Before swapping, users can easily verify whether a token is "safe" or if additional caution is needed. This marks a significant step forward in enhancing the quality of projects launched on Ethervista. But does this compromise the customizability of ERC tokens? Not at all. The Ethervista Protocol smart contract allows for a limitless range of applications. Take the $VISTA contract, for example. It's a standard ERC20 token, but with the Ethervista Protocol smart contract, it automatically buys and burns tokens. Similar logic can be applied to any ERC20 token using EthervistaDEX’s unique Protocol feature. What other features would you like to see? Wen dashboards? Wen streaming? We're on it—we just hired a full-time full-stack engineer! Special shoutout to Bonzi - FIRST MEME and MASCOT @ Ethervista and Clippy - Microsoft Anti AI Helper @ Ethervista, the first whitelisted tokens. We will continue to strongly support tokens that burn part of their liquidity before the 5-day lock period and those with strong communities and utility. A final note to creators: We would like to emphasize that burning lp-tokens does not alter your share of rewards UNTIL you remove, add, or claim rewards, which automatically updates your pool share ratio based on your current balance and the total lp-supply, as outlined in our whitepaper. This DOES NOT affect protocol fees, which are used to support both the protocol and creators.

Ethervista

130,489 просмотров • 1 год назад

Introducing $TITAN, a next-generation DePIN aggregator, and revenue-generating asset. 1⃣ $TITAN Since the beginning, our community has been eager for us to release a token. However, we were committed to ensuring any token we introduced would have real value. After careful consideration, we have identified a market gap and believe now is the perfect time to launch a token that not only benefits our community but also has the potential to scale our project to the next level. This token will be backed by a unique portfolio of revenue-generating investments, providing a powerful use case and delivering maximum value to our community. We have been working on designing the $TITAN token as a next-generation DePIN aggregator and revenue-generating asset. $TITAN holders would earn passive income from investments in promising DeFi projects and BTC mining operations. It is designed to be a superior DePIN token, offering the same benefits as traditional DePIN tokens but with the potential for even greater returns. Our strategy focuses on maximizing returns by combining high-potential investments in DeFi Cardano projects with the stability of BTC mining operations. This balanced approach is designed to capture explosive growth opportunities while maintaining steady, reliable rewards, and effectively managing risk. 2⃣$TITAN Utility By staking your $TITAN tokens, you will earn passive income from our DePIN investments and BTC mining operations, all from the comfort of your home or mobile device, thanks to the strong foundation of House of Titans. We believe in governance and will grant token holders voting power to influence our investment direction. Our treasury funds will be used to strategically scale our revenue investments over time. 3⃣How to earn rewards? To earn rewards, you’ll need to stake your $TITAN tokens on our staking platform, which will launch shortly after the token sale. We will utilize a non-custodial staking system, ensuring that holders always have access to their assets. Through the platform, you’ll be able to view and manage your staked tokens as well as track your rewards. 4⃣ Tokenomics Total Supply: 40,000,000 (40M) ♦ Community — 68% ♦ HOT Ecosystem — 10% Strongholds and PFPs will passively earn 10% of $TITAN tokens over a 24-month period. ♦ Treasury — 15% The treasury will be strategically utilized to scale our revenue investments over time. ♦ Team — 9% Team tokens are securely locked and will be gradually released on a linear schedule over a 18 month period. ♦ Liquidity —5 % ♦ Marketing & Airdrops — % 3 5⃣HoT Ecosystem Benefits Existing holders of PFPs and Strongholds should see their holdings appreciate over time, and here’s why we’re confident in this outlook 👇 👉Firstly, similar tokens have demonstrated exceptional returns in relatively short periods. $TITAN has been designed with a similar and, in our opinion, a more sophisticated investment strategy which we believe gives it a strong base for both steady and potential high-value returns beyond others currently on the market. 👉Over a 24-month period, 10% of the $TITAN tokens will be distributed to PFPs and Strongholds. As PFPs and Strongholds receive their share of tokens gradually, their value is expected to rise naturally. This creates a strong incentive for both current and prospective holders to acquire and retain these assets. This product has been thoughtfully designed to appeal to both new and existing HoT investors, enhancing the value of our current ecosystem (Strongholds & PFPs) while also providing a compelling opportunity for new investors to join our community. This is a presale you won't want to miss. The Rise Of The Titans has begun.

House Of Titans

24,345 просмотров • 1 год назад

A deep dive into $SEXY and why I believe this is one of the most undervalued gamefi projects in the ecosystem: A simple beginning of a frictionless gaming experience fitting itself into a mobile game market which produced $123B in revenue in 2023 and an expected groth into $190B into 2030. The current game features a simple UI with strong incentives such a $1M prize pool in tokens lasting from June to September for early users pre-layer 3 buildout. Though simple in design, the transaction volume is telling with 300k user txns within 3 days of opening. The game is very much similar to the old micro transaction mini games such as clash of clans. Daily activities to keep users engaged and retained especially given the incentivization program. My thesis around this is the growth reward potential. Currently as the game sits in a more private beta (only users with codes can participate), we are at the simple version of the ecosystem. As expansion happens and there is more use items, more mini-games, more access, and more use for $SEXY, the value will grow. I imagine the R/R of investing in a game like clash of clans early on, imagine being able to invest in the value of gems in the early days and the value of these changed with user demand. Clash of clans did $360m in revenue in 2023. This model would recreate that volume all flowing into the token (which would be similar to gems). Thus, the thesis is simple: $SEXY ecosystem grows, more usage for active players to use the token within the mini games, more addictive tendencies lead to users wanting to gain more loot, more referrals to beat their friends in the ecosystem all leads to a flywheel of growth; especially, as users are token holders and their dominant strategy is to play the game for incentives and to invite their friends to grow the token value and ecosystem. Personally, I will be staking my $SEXY, collecting loot (imagine the loot can be tradable like early Runescape party hats), building my ranking for the incentives, and encouraging the ecosystem growth as a user in the flywheel. Thus, I believe as time passes, the value of the token continually increases under the assumption the ecosystem is growing with it. Speculation transitions from I think future buyers will find this token a good investment into I think players will buy this token to play the games within the ecosystem. Disclaimer: I am an early investor in ETHXY and so is WWVentures. All thesis generation may be biased.

Crypto Max

23,392 просмотров • 2 лет назад