Video wird geladen...

Video konnte nicht geladen werden

Zur Startseite

Delphi Markets Analyst that1618guy explains the revenue durability thesis that made him bullish on Pons. “The bet became: will Pons be able to sustain $40K to $60K a day in revenue? My answer was yes... That thesis played out. Pons' revenue grew from $60K a day to $150K a day.”

Delphi_Digital's profile picture

Delphi Digital

1,512,925 subscribers

54,821 Aufrufe • vor 6 Tagen •via X (Twitter)

Finanzen
LIVE

Anya Rossi• Live Now

Private livecam show

0 Kommentare

Keine Kommentare verfügbar

Kommentare vom Original-Post werden hier angezeigt

Ähnliche Videos

Today on MCG w/AJC Highlights include: 01:18 - AJC introduction 03:50 - Origins of the Pons trade 04:26 - Noxa thesis 05:00 - Why Robinhood Chain is different 09:45 - Entered Pons after the 80% dump 10:20 - Clear risk-reward at 3-4M market cap 11:30 - 80% revenue share, no VC overhang 13:50 - Held through drawdowns, only trimmed late 15:50 - cheapest price to buyback ratio(Pons) 18:00 - Still bullish on Pons 22:00 - No hard price targets 26:40 - MOO next major thing 31:00 - Advice to small traders 35:00 - Shroom thesis 39:00 - Bun thesis 42:30 - focused on Robinhood Chain 45:50 - FOMO as next major social app
50:34

Today on MCG w/AJC Highlights include: 01:18 - AJC introduction 03:50 - Origins of the Pons trade 04:26 - Noxa thesis 05:00 - Why Robinhood Chain is different 09:45 - Entered Pons after the 80% dump 10:20 - Clear risk-reward at 3-4M market cap 11:30 - 80% revenue share, no VC overhang 13:50 - Held through drawdowns, only trimmed late 15:50 - cheapest price to buyback ratio(Pons) 18:00 - Still bullish on Pons 22:00 - No hard price targets 26:40 - MOO next major thing 31:00 - Advice to small traders 35:00 - Shroom thesis 39:00 - Bun thesis 42:30 - focused on Robinhood Chain 45:50 - FOMO as next major social app

MCG

15,684 Aufrufe • vor 17 Stunden

$QCOM Investor Day tomorrow. Expecting a strong slate of datacenter wins to back our long term thesis that it has a massive multi-billion revenue expansion op by winning a small fraction of a massive DC TAM. 👀
0:47

$QCOM Investor Day tomorrow. Expecting a strong slate of datacenter wins to back our long term thesis that it has a massive multi-billion revenue expansion op by winning a small fraction of a massive DC TAM. 👀

Daniel Newman

46,687 Aufrufe • vor 2 Monaten

Gary Vaynerchuk broke down his businesses on My First Million. He runs 7 that each do eight figures or more a year: - VaynerMedia / VaynerX: $400m in revenue, he's the day-to-day CEO - VaynerSports: reps Kirk Cousins, Sauce Gardner and about 300 college athletes, tens of millions in revenue - VCR Group: his restaurant group including Flyfish Club, tens of millions in revenue - VeeFriends: a minimum of $20m in revenue this year from licensing, comic books and trading cards
1:25

Gary Vaynerchuk broke down his businesses on My First Million. He runs 7 that each do eight figures or more a year: - VaynerMedia / VaynerX: $400m in revenue, he's the day-to-day CEO - VaynerSports: reps Kirk Cousins, Sauce Gardner and about 300 college athletes, tens of millions in revenue - VCR Group: his restaurant group including Flyfish Club, tens of millions in revenue - VeeFriends: a minimum of $20m in revenue this year from licensing, comic books and trading cards

Sam Parr

81,764 Aufrufe • vor 2 Monaten

Today on MCG $PONS | Pons w/Ozzy | 奥兹 🇺🇸🇨🇳🪶 Pons is the hottest launchpad on Robinhood and has generated ~$340K in protocol revenue across ~53,000 launches and ~$300M in volume, paying out $2.65M to creators Highlights include: 05:51 - The origin 09:44 - When Noxa sunsetted, he built his own launchpad in ~10-12 hours, no sleep 10:24 - Why people chose Pons 12:26 - Still solo-deving, plus one BD and a set of advisors, first launchpad he's ever built 18:56 - The philosophy: come from a time when foundation support was rare, wants to be the approachable opposite 19:44 - Own the infrastructure, then let other builders build on top (TG bots, retail front ends) rather than expand the core 29:44 - The mechanics 29:51 - The fee model 41:52 - "If you need a foundation's recognition to succeed, it was never meant to happen"
48:10

Today on MCG $PONS | Pons w/Ozzy | 奥兹 🇺🇸🇨🇳🪶 Pons is the hottest launchpad on Robinhood and has generated ~$340K in protocol revenue across ~53,000 launches and ~$300M in volume, paying out $2.65M to creators Highlights include: 05:51 - The origin 09:44 - When Noxa sunsetted, he built his own launchpad in ~10-12 hours, no sleep 10:24 - Why people chose Pons 12:26 - Still solo-deving, plus one BD and a set of advisors, first launchpad he's ever built 18:56 - The philosophy: come from a time when foundation support was rare, wants to be the approachable opposite 19:44 - Own the infrastructure, then let other builders build on top (TG bots, retail front ends) rather than expand the core 29:44 - The mechanics 29:51 - The fee model 41:52 - "If you need a foundation's recognition to succeed, it was never meant to happen"

MCG

49,110 Aufrufe • vor 1 Monat

The Chainlink Reserve provides a clear answer for how offchain revenue from enterprise adoption connects back to the Chainlink system. Offchain & onchain revenue → conversion to LINK → Chainlink Reserve Sergey Nazarov explains on Altcoin Daily ↓
3:18

The Chainlink Reserve provides a clear answer for how offchain revenue from enterprise adoption connects back to the Chainlink system. Offchain & onchain revenue → conversion to LINK → Chainlink Reserve Sergey Nazarov explains on Altcoin Daily ↓

Chainlink

69,939 Aufrufe • vor 1 Jahr

Aliko Dangote announces that with the expansion to 1.4 million barrels per day, the Dangote Refinery is targeting a $55 billion revenue.
2:11

Aliko Dangote announces that with the expansion to 1.4 million barrels per day, the Dangote Refinery is targeting a $55 billion revenue.

Imran Muhammad

102,037 Aufrufe • vor 10 Monaten

CJ from Limitless on the maths behind why he thinks Limitless is undervalued "I think prediction markets globally are a $100 billion annual revenue opportunity. If we capture 10% of that, $10 billion in revenue. Exchanges typically trade at like, I'll say 10x to take the midpoint, but it's usually around 7 to 17x revenue." "I think there's a huge discount to the future cash flow of the business." "I just wouldn't bet against us if it was up to me."
0:57

CJ from Limitless on the maths behind why he thinks Limitless is undervalued "I think prediction markets globally are a $100 billion annual revenue opportunity. If we capture 10% of that, $10 billion in revenue. Exchanges typically trade at like, I'll say 10x to take the midpoint, but it's usually around 7 to 17x revenue." "I think there's a huge discount to the future cash flow of the business." "I just wouldn't bet against us if it was up to me."

The Wolf Of All Streets

29,932 Aufrufe • vor 13 Tagen

NetNet is turning trading revenue into treasury growth Dunlap explains the core thesis behind NetNet: build a protocol where trading activity directly feeds the treasury. "The treasury actually benefits from the number one revenue engine in crypto, which is trading." "If you're able to grow the treasury, just mathematically, you should see the token price go up." "The market will always price in a premium if you're able to prove that the treasury is able to grow." The model takes inspiration from OMV1, while restructuring the mechanics so the treasury can capture revenue from trading, one of the largest revenue pools in crypto. The flywheel is straightforward. Users stake and become aligned with treasury growth, the protocol generates revenue through its business activities, that cash flow compounds the treasury, and a growing treasury creates stronger fundamental backing for the token. The key is proving the treasury can actually grow. Once the market sees consistent cash flow and increasing backing, the token can command a premium over its underlying treasury value. Trading generates the revenue. The treasury captures it. Token holders get the upside. w/ NetNet Capital, Ansem 🐂🀄️
1:03

NetNet is turning trading revenue into treasury growth Dunlap explains the core thesis behind NetNet: build a protocol where trading activity directly feeds the treasury. "The treasury actually benefits from the number one revenue engine in crypto, which is trading." "If you're able to grow the treasury, just mathematically, you should see the token price go up." "The market will always price in a premium if you're able to prove that the treasury is able to grow." The model takes inspiration from OMV1, while restructuring the mechanics so the treasury can capture revenue from trading, one of the largest revenue pools in crypto. The flywheel is straightforward. Users stake and become aligned with treasury growth, the protocol generates revenue through its business activities, that cash flow compounds the treasury, and a growing treasury creates stronger fundamental backing for the token. The key is proving the treasury can actually grow. Once the market sees consistent cash flow and increasing backing, the token can command a premium over its underlying treasury value. Trading generates the revenue. The treasury captures it. Token holders get the upside. w/ NetNet Capital, Ansem 🐂🀄️

Kaiz 🐂🀄️

16,720 Aufrufe • vor 7 Tagen

Lacy reveals on stream that he has also been partially demonetized on Twitch for no reason he says he used to make over $10,000 a day and now "only" makes $2000 a day from ad revenue
0:59

Lacy reveals on stream that he has also been partially demonetized on Twitch for no reason he says he used to make over $10,000 a day and now "only" makes $2000 a day from ad revenue

yoxic

2,980,068 Aufrufe • vor 1 Jahr

Today, our #TshwaneYaTima operation switched off accounts that owe the city a total of R10 million. We made a promise to intensify service delivery and to achieve that objective we will need revenue. For the next few weeks we will be visiting various businesses and public institutions to collect revenue owed to the City. City of Tshwane
2:01

Today, our #TshwaneYaTima operation switched off accounts that owe the city a total of R10 million. We made a promise to intensify service delivery and to achieve that objective we will need revenue. For the next few weeks we will be visiting various businesses and public institutions to collect revenue owed to the City. City of Tshwane

Dr Nasiphi Moya

62,809 Aufrufe • vor 9 Monaten

📈 Brad Gerstner on the insane revenue numbers coming out of Anthropic: "We had a $6 billion month out of Anthropic in February...It was only a 28-day month. That's more revenue than the annual revenue of Databricks and Snowflake – that are two of the greatest software companies of all time after 12 years, right? They could do, in the first four or five months of this year, the total revenue of SpaceX this year." –Brad Gerstner on The All-In Podcast
2:21

📈 Brad Gerstner on the insane revenue numbers coming out of Anthropic: "We had a $6 billion month out of Anthropic in February...It was only a 28-day month. That's more revenue than the annual revenue of Databricks and Snowflake – that are two of the greatest software companies of all time after 12 years, right? They could do, in the first four or five months of this year, the total revenue of SpaceX this year." –Brad Gerstner on The All-In Podcast

bg2clips

93,888 Aufrufe • vor 5 Monaten

Users can join the revenue sharing program by staking $CGPU ​​tokens, Chain GPU’s proprietary currency. Staking is the act of guaranteeing a certain amount of tokens within the platform, demonstrating dedication and contributing to the development of the ecosystem. Revenue comes from multiple sources, such as AI node rental fees, on-demand GPU resource fees, and revenue from providing AI API endpoints to enterprises and developers. A portion of Chain GPU’s revenue will be distributed to all revenue sharing participants. This portion of revenue will be distributed proportionally based on the number of $CGPU ​​tokens staked by each user, ensuring fair distribution of revenue.
0:24

Users can join the revenue sharing program by staking $CGPU ​​tokens, Chain GPU’s proprietary currency. Staking is the act of guaranteeing a certain amount of tokens within the platform, demonstrating dedication and contributing to the development of the ecosystem. Revenue comes from multiple sources, such as AI node rental fees, on-demand GPU resource fees, and revenue from providing AI API endpoints to enterprises and developers. A portion of Chain GPU’s revenue will be distributed to all revenue sharing participants. This portion of revenue will be distributed proportionally based on the number of $CGPU ​​tokens staked by each user, ensuring fair distribution of revenue.

ChainGPU

39,726 Aufrufe • vor 1 Jahr

VIDEO | Srinagar, Jammu and Kashmir: Addressing a press conference, PDP leader Iltija Mufti says, “I want to ask (CM) Omar Abdullah why such an order was issued on 9 July 2015, when he was the Revenue Minister, stating that digitisation would be carried out only in English. Urdu was removed, and we all know that after that, we received many complaints, from tehsildars and patwaris—about increasing discrepancies. A Haryana model was implemented here, and English was imposed on the revenue department despite the fact that all our documents are in Urdu... In April 2026, under Omar Abdullah’s government, since the revenue department comes under him, another order was issued. I will share a copy of it. A notification dated 14 April 2026 was released, under which SRO 74 Revenue Recruitment Service Rules were amended. What changes were made? If you are a resident of Jammu and Kashmir and are applying for a patwari or tehsildar post, you now only need to be a graduate…”
1:41

VIDEO | Srinagar, Jammu and Kashmir: Addressing a press conference, PDP leader Iltija Mufti says, “I want to ask (CM) Omar Abdullah why such an order was issued on 9 July 2015, when he was the Revenue Minister, stating that digitisation would be carried out only in English. Urdu was removed, and we all know that after that, we received many complaints, from tehsildars and patwaris—about increasing discrepancies. A Haryana model was implemented here, and English was imposed on the revenue department despite the fact that all our documents are in Urdu... In April 2026, under Omar Abdullah’s government, since the revenue department comes under him, another order was issued. I will share a copy of it. A notification dated 14 April 2026 was released, under which SRO 74 Revenue Recruitment Service Rules were amended. What changes were made? If you are a resident of Jammu and Kashmir and are applying for a patwari or tehsildar post, you now only need to be a graduate…”

Press Trust of India

24,917 Aufrufe • vor 4 Monaten