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Ran Neuner shares his checklist for identifying protocols actually worth investing in "What are the protocols that are actually going to succeed? Number one, big daddy is Hyperliquid. That's why the market's giving Hyperliquid an $81 billion valuation. Why? Because they buy back tokens and burn them with fees... every single day. Their fees in the last couple, has it been $4 million, $5 million a day? And they literally take that and buy back tokens with a large percentage of that money." "Pumpfun, same thing. Massive use case, growing. It's a network, definitely, because the more users that join the network, the more fun that network becomes. And they're buying back and burning the tokens. They tick all the boxes." " Venice, the AI token, they've got 4 million users, $100 million in annualized revenue, growing extremely fast, and a mechanism to give the value back to token holders." "So I think that's the formula. Are you growing? Are you growing into a network? Do you have real sustainable revenues? And do you have a mechanism to actually give that revenue back to your token holders? If the answer to all four of those is yes, invest." "If the answer to the first is yes and the fourth one is no, also invest."show more

The Wolf Of All Streets

1,084,746 subscribers

35,089 次观看 • 2 个月前 •via X (Twitter)

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16 条评论

The Wolf Of All Streets 的头像

The Wolf Of All Streets2 个月前

FT @cryptomanran

FroggyFrog69 的头像

FroggyFrog692 个月前

Get some credible guests ffs. Not scammer grifting retards

mzKarmel · fireply.ai 的头像

mzKarmel · fireply.ai2 个月前

if the answer to one is yes and four is no still invest, then four was never the filter, it was just a nice line to say on a podcast

AXYS 的头像

AXYS2 个月前

Protocol valuation models are rapidly shifting from speculative token unlocks to verifiable cash flows and systematic buyback mechanics.

Squatch 的头像

Squatch2 个月前

Tell us Ran has a BIG bag of hyperliquid:native without telling us. LMAO. You jerkoff's think we are retarded?

BitDano 的头像

BitDano2 个月前

Why do you have clown on? Gross

HIGHER 的头像

HIGHER2 个月前

Why do you give airspace to a fraud?

Gozie 🇬🇧 的头像

Gozie 🇬🇧2 个月前

Could this four-point checklist really be the key to spotting crypto protocols worth investing in? 👀📈

Alpha Rider🏅 的头像

Alpha Rider🏅2 个月前

$81B valuation for a perps DEX just because of buybacks? Classic Ran pumping bags. When the hype cools, who's holding the bag?

Coach Josh 的头像

Coach Josh2 个月前

Says the guy who shilled us $tooker and $GUMMY and then dunked on his community.

VincentScott 的头像

VincentScott2 个月前

The framework makes sense, but I’d add one more question: does the token actually capture the value the protocol is creating? Revenue and buybacks look great, but token economics, valuation, and sustainable demand matter just as much.

S 的头像

S2 个月前

Hyperliquid.

Lou 的头像

Lou2 个月前

That last line is the tell

Ted Trading Club 的头像

Ted Trading Club2 个月前

Revenue matters

KaKa_Defi 的头像

KaKa_Defi2 个月前

flat beats tiltedrevenue is easy to quote. token capture is where the real thesis lives

WattsToSats 的头像

WattsToSats2 个月前

Hyperliquid, huh? Sounds like a very wet market.

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🚨THIS IS THE NUMBER ONE TRADE THIS CYCLE! Ran Neuner on The Block with Gareth Jenkinson says his checklist is simple: network effects, real users, real revenue that’s growing, and a way to send that revenue back to the token. The best setup is the one that’s missing the last piece. Buy before they flip the fee switch. Watch the FULL video:

🚨THIS IS THE NUMBER ONE TRADE THIS CYCLE! Ran Neuner on The Block with Gareth Jenkinson says his checklist is simple: network effects, real users, real revenue that’s growing, and a way to send that revenue back to the token. The best setup is the one that’s missing the last piece. Buy before they flip the fee switch. Watch the FULL video:

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Chamath says OpenAI and Anthropic could be $5 to $10 trillion companies each if they remain a duopoly "I suspect revenues are going to crank at OpenAI and Anthropic and the open labs for a while. But again, that's not the important thing." "If you're thinking about valuation, the markets will look five to 10 years out to answer that question, they're not going to give you a premium valuation on something that they feel could be fragile in the first two to three years." "Somebody has to answer that question precisely. Because if the answer is that it is a duopoly, then there is no risk to the revenue five to 10 years from now, these things are $5 to $10 trillion companies each." "But if there are harnesses that cut the token consumption, because you stop wasting tokens to get to the same output, then it's a little bit more of a question mark. And I think that'll need to get sorted out."

Chamath says OpenAI and Anthropic could be $5 to $10 trillion companies each if they remain a duopoly "I suspect revenues are going to crank at OpenAI and Anthropic and the open labs for a while. But again, that's not the important thing." "If you're thinking about valuation, the markets will look five to 10 years out to answer that question, they're not going to give you a premium valuation on something that they feel could be fragile in the first two to three years." "Somebody has to answer that question precisely. Because if the answer is that it is a duopoly, then there is no risk to the revenue five to 10 years from now, these things are $5 to $10 trillion companies each." "But if there are harnesses that cut the token consumption, because you stop wasting tokens to get to the same output, then it's a little bit more of a question mark. And I think that'll need to get sorted out."

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Alexander Cutler explains how Hyperliquid won despite not raisng any VC capital: “They did it by not raising a bunch of money, selling a bunch of tokens on the market.” “They did it by distributing 97% of the revenue they produce back to the token.” “If you are not maximally capturing and redistributing 100% of the value, that is a bounty for a competitor to come offer that and beat you.” In crypto, the only real moat left might be giving the value back.

Alexander Cutler explains how Hyperliquid won despite not raisng any VC capital: “They did it by not raising a bunch of money, selling a bunch of tokens on the market.” “They did it by distributing 97% of the revenue they produce back to the token.” “If you are not maximally capturing and redistributing 100% of the value, that is a bounty for a competitor to come offer that and beat you.” In crypto, the only real moat left might be giving the value back.

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Stani says DeFi's cost advantage lets Aave outcompete centralized lenders, and tokenized assets are next "We already see the benefits of open protocols. And what open protocols, like, are they able to do is that they are able to create wide networks." "Aave is a credit network, meaning that's when participants join the network, whether by providing liquidity or drawing liquidity against a collateral, they're simply expanding liquidity network effects." "That means that every single participant increases the depth of liquidity and the cost of capital and makes it more attractive for borrowers utilize that capital." "It makes sense to have one big liquidity network that everyone can join. By joining, they are getting the network effects of an existing network. Existing participants are getting the benefits of that network expanding." "The actual true value proposition of DeFi is to enhance the cost structure of lending and borrowing. So if we're able to outcompete more centralized versions of Aave in the crypto asset space, I think the same will happen also with these tokenized assets down the line." "Because you don't have to use the same amount of people that you would do if you would have a lending facility offchain. You don't have to have a settlement team. And that is a significant improvement there." "If something is more transparent, it means it's more easier to price the risk and reward and that should be a path to actually more accurate cost of capital as well."

Stani says DeFi's cost advantage lets Aave outcompete centralized lenders, and tokenized assets are next "We already see the benefits of open protocols. And what open protocols, like, are they able to do is that they are able to create wide networks." "Aave is a credit network, meaning that's when participants join the network, whether by providing liquidity or drawing liquidity against a collateral, they're simply expanding liquidity network effects." "That means that every single participant increases the depth of liquidity and the cost of capital and makes it more attractive for borrowers utilize that capital." "It makes sense to have one big liquidity network that everyone can join. By joining, they are getting the network effects of an existing network. Existing participants are getting the benefits of that network expanding." "The actual true value proposition of DeFi is to enhance the cost structure of lending and borrowing. So if we're able to outcompete more centralized versions of Aave in the crypto asset space, I think the same will happen also with these tokenized assets down the line." "Because you don't have to use the same amount of people that you would do if you would have a lending facility offchain. You don't have to have a settlement team. And that is a significant improvement there." "If something is more transparent, it means it's more easier to price the risk and reward and that should be a path to actually more accurate cost of capital as well."

The Wolf Of All Streets

24,479 次观看 • 1 个月前

🗣️ Mikel Arteta on if it's surprised him to see players sold for over £100m: "Yes, it has. I wouldn't have bet on that to be fair. But that’s the market, that means that there are clubs that are happy to invest or they believe that the valuations of those players are that, and that's fair. "In the end, the value of the player is what somebody can pay for you, and they've done it, so that's the value and it's the right one because someone is happy to sell and someone is happy to buy, and in the middle, a player is happy to move from one club to the other. So I think that's fair."

🗣️ Mikel Arteta on if it's surprised him to see players sold for over £100m: "Yes, it has. I wouldn't have bet on that to be fair. But that’s the market, that means that there are clubs that are happy to invest or they believe that the valuations of those players are that, and that's fair. "In the end, the value of the player is what somebody can pay for you, and they've done it, so that's the value and it's the right one because someone is happy to sell and someone is happy to buy, and in the middle, a player is happy to move from one club to the other. So I think that's fair."

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LAWRENCE LEPARD: "This is one of the best investment opportunities out there. It actually is the best in my opinion, if you can handle the volatility... having a zero allocation to it is just absolutely nuts." "When you buy into a network that's going to get adopted by everybody, the returns are just insane. My opinion is that Bitcoin is the monetary network of the future." "...And when it is... guess what, these are 5 million a coin or more." "The people that run the government, their major goal is to keep themselves in power and to keep the system running. They don't care about inflation. They say they do, but they don't. And they lie to us about that. And we know that if and when the sharp end of the stick comes for them, they're going to print the money to keep things going."

LAWRENCE LEPARD: "This is one of the best investment opportunities out there. It actually is the best in my opinion, if you can handle the volatility... having a zero allocation to it is just absolutely nuts." "When you buy into a network that's going to get adopted by everybody, the returns are just insane. My opinion is that Bitcoin is the monetary network of the future." "...And when it is... guess what, these are 5 million a coin or more." "The people that run the government, their major goal is to keep themselves in power and to keep the system running. They don't care about inflation. They say they do, but they don't. And they lie to us about that. And we know that if and when the sharp end of the stick comes for them, they're going to print the money to keep things going."

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Ansem explains why people are so drawn to memecoins “One of the reasons dogecoin:native went so high is because you have this set of buyers who were never going to buy stocks. They didn't care about stocks at all and didn't have any money invested in the stock market” “They invested in Dogecoin because they related to the meme. They thought the meme was funny. It was fun to invest with their friends. Elon's attached to it. It was something they could understand easily and relate to” “I think it's discounted a lot how large that group of people is that will invest in whatever meme but won't invest in stocks” “If you look at Instagram, it has like 3B users but the holders of $META are only like 30M. There's only around 30M people that own Meta stock” “The reason Meta has value is because all the people on Instagram are spending a ton of time on that app, contributing a lot of value to the network by using their time and attention” “The people who are determining the value of this network typically don't have a stake in the upside” “If you can figure out a way to flip the social media model on its head where the people who are the reason the network has value also have upside in the value of the network, there's a complete regime change in how all these things operate” “I think one of the ways to do that is through memes” solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump

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"We finally have real companies who have tokens, and they are interested in making those tokens valuable" Jason from Blockworks on why Hyperliquid would be Silicon Valley's hottest company right now "I would argue the catalyst here is one we've never had, which is the healthiest catalyst in the 15 years of crypto. It's such a simple idea, but it's the first time in history this has happened." "Hyperliquid just had back to back quarters of $150 million in revenue. That's $300 million in the first half of 2026, $600 million annualized. It's a 13 person company that's three years old." "If there was a 13 person company that was three years old doing $600 million in annualized revenue, I promise you it'd be the hottest company in all of Silicon Valley." "Hugging Face just got acquired by Nvidia for what, $12.9 billion, $13 billion, on $150 million of revenue."

"We finally have real companies who have tokens, and they are interested in making those tokens valuable" Jason from Blockworks on why Hyperliquid would be Silicon Valley's hottest company right now "I would argue the catalyst here is one we've never had, which is the healthiest catalyst in the 15 years of crypto. It's such a simple idea, but it's the first time in history this has happened." "Hyperliquid just had back to back quarters of $150 million in revenue. That's $300 million in the first half of 2026, $600 million annualized. It's a 13 person company that's three years old." "If there was a 13 person company that was three years old doing $600 million in annualized revenue, I promise you it'd be the hottest company in all of Silicon Valley." "Hugging Face just got acquired by Nvidia for what, $12.9 billion, $13 billion, on $150 million of revenue."

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61,904 次观看 • 2 个月前

Bitwise CIO: Hyperliquid Is Changing How DeFi Tokens Are Valued Bitwise CIO Matt Hougan Matt Hougan said in a July 30 interview with Cointelegraph that DeFi tokens are undergoing an important shift: project revenue is beginning to flow back to token holders. He cited Hyperliquid, which uses 99% of its platform revenue to buy back its token, noting that the market is rewarding this model. Meanwhile, Uniswap is increasing value capture for UNI, Aave has eliminated the separation between equity and its token, and Morpho and Chainlink are also improving their tokenomics. Hougan believes the market has yet to fully reprice these changes, leaving some assets at relatively low valuations.

Bitwise CIO: Hyperliquid Is Changing How DeFi Tokens Are Valued Bitwise CIO Matt Hougan Matt Hougan said in a July 30 interview with Cointelegraph that DeFi tokens are undergoing an important shift: project revenue is beginning to flow back to token holders. He cited Hyperliquid, which uses 99% of its platform revenue to buy back its token, noting that the market is rewarding this model. Meanwhile, Uniswap is increasing value capture for UNI, Aave has eliminated the separation between equity and its token, and Morpho and Chainlink are also improving their tokenomics. Hougan believes the market has yet to fully reprice these changes, leaving some assets at relatively low valuations.

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17,937 次观看 • 3 个月前

Ansem says $VVV is one of the sleeper consumer app play in crypto "VVV is a sleeper consumer app play onchain. I think VVV is one of the sleeper plays in crypto" "They have like 4 million users right now. I think they just hit like $100 million annualized revenue" "VVV is one of the applications that has found breakout success and consumer success, which is extremely hard to do with customers that aren't even really crypto-native" "I think the narrative for them as uncensored AI is just great generally going forward" "For the same reason that Bitcoin made a ton of sense, like uncensored money, you should have uncensored access to AI, especially if AI is going to continue to get a lot more impressive over the years" "It's a great trade. It was a really strong leader this year. It went from $1 to $20" "Their numbers are fucking through the roof. They're crushing it" "I think it's rare that a crypto app is crushing it outside of crypto and also has a token attached to it. And the team is focused on delivering value to the token as well" "I like Venice a lot. There's not really much that they're competing with in the AI space right now in crypto"

Ansem says $VVV is one of the sleeper consumer app play in crypto "VVV is a sleeper consumer app play onchain. I think VVV is one of the sleeper plays in crypto" "They have like 4 million users right now. I think they just hit like $100 million annualized revenue" "VVV is one of the applications that has found breakout success and consumer success, which is extremely hard to do with customers that aren't even really crypto-native" "I think the narrative for them as uncensored AI is just great generally going forward" "For the same reason that Bitcoin made a ton of sense, like uncensored money, you should have uncensored access to AI, especially if AI is going to continue to get a lot more impressive over the years" "It's a great trade. It was a really strong leader this year. It went from $1 to $20" "Their numbers are fucking through the roof. They're crushing it" "I think it's rare that a crypto app is crushing it outside of crypto and also has a token attached to it. And the team is focused on delivering value to the token as well" "I like Venice a lot. There's not really much that they're competing with in the AI space right now in crypto"

Shadooow

17,144 次观看 • 2 个月前

Elon Musk: 𝕏 users post 100 million times a day. Grok will read everything. “The really big change is Grok literally reads everything that's posted to the platform; there are about 100 million posts per day. So it's 100 million pieces of content per day. I think it goes beyond that if it's outside of English. We're going to start off reading what Grok thinks are the top 10 million of the 100 million. And we'll actually read them and understand them and categorize them and match them to users. This is not a job humans could ever do. And then once that is scaling reasonably well, we'll add the entire 100 million a day. So it's literally going to read through 100 million things and show you the things that it thinks, out of 100 million posts per day, are the most interesting posts to you.” All-In Podcast, October 31, 2025

Elon Musk: 𝕏 users post 100 million times a day. Grok will read everything. “The really big change is Grok literally reads everything that's posted to the platform; there are about 100 million posts per day. So it's 100 million pieces of content per day. I think it goes beyond that if it's outside of English. We're going to start off reading what Grok thinks are the top 10 million of the 100 million. And we'll actually read them and understand them and categorize them and match them to users. This is not a job humans could ever do. And then once that is scaling reasonably well, we'll add the entire 100 million a day. So it's literally going to read through 100 million things and show you the things that it thinks, out of 100 million posts per day, are the most interesting posts to you.” All-In Podcast, October 31, 2025

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18,416 次观看 • 2 年前

Ran Neuner says this is crypto’s first real bull market because applications like fomo and Pumpfun are generating millions in real daily revenue. “Imagine the world's biggest social network and the world's biggest casino having a baby. That's fomo, that's Pumpfun.” “The ultimate social network doesn't only reward you with likes, but actually rewards you with increase in net worth.” “I say it's crypto's first real bull market because it's the first bull market where crypto applications are actually making money.” “So for the first time, we have a bull market in crypto because there are applications that are actually being used and actually making money.”

Ran Neuner says this is crypto’s first real bull market because applications like fomo and Pumpfun are generating millions in real daily revenue. “Imagine the world's biggest social network and the world's biggest casino having a baby. That's fomo, that's Pumpfun.” “The ultimate social network doesn't only reward you with likes, but actually rewards you with increase in net worth.” “I say it's crypto's first real bull market because it's the first bull market where crypto applications are actually making money.” “So for the first time, we have a bull market in crypto because there are applications that are actually being used and actually making money.”

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KoinosGroup 🔮

337,618 次观看 • 3 年前

Thoughts on $CPRT valuation and buybacks "Right now, it's at one of its cheapest valuations it's been at in decades. So, they have some four-ish billions of dollars of cash on the balance sheet, so you back that out and the interest expense associated with that, and it's trading around 16 to 17 times earnings. So one of the cheapest valuations they've had. They've also been extremely selective when they've bought back stock. So they do not regularly buy back stock, but when they do, they make it meaningful, and they're very selective on the valuation, and last quarter was the first time they really bought back a meaningful slug of stock. They bought back $1.4 billion. As I mentioned, they still have another four-ish billions of dollars in cash on their balance sheet, so I would expect them to extinguish a good amount of that cash. Even if they do have to invest more in operations and all that, they should still have plenty of ability to do both. And so that's pretty interesting in terms of a signal because, again, this is not a company that regularly buys back stock. In fact, the last time they really were buyers of their stock was in 2019, but they haven't bought back a big amount of stock since 2011. So it's been that long since they've really taken a good slug of their common shares and retired that. So, that to me is a signal, and take that for what it's worth."

Thoughts on $CPRT valuation and buybacks "Right now, it's at one of its cheapest valuations it's been at in decades. So, they have some four-ish billions of dollars of cash on the balance sheet, so you back that out and the interest expense associated with that, and it's trading around 16 to 17 times earnings. So one of the cheapest valuations they've had. They've also been extremely selective when they've bought back stock. So they do not regularly buy back stock, but when they do, they make it meaningful, and they're very selective on the valuation, and last quarter was the first time they really bought back a meaningful slug of stock. They bought back $1.4 billion. As I mentioned, they still have another four-ish billions of dollars in cash on their balance sheet, so I would expect them to extinguish a good amount of that cash. Even if they do have to invest more in operations and all that, they should still have plenty of ability to do both. And so that's pretty interesting in terms of a signal because, again, this is not a company that regularly buys back stock. In fact, the last time they really were buyers of their stock was in 2019, but they haven't bought back a big amount of stock since 2011. So it's been that long since they've really taken a good slug of their common shares and retired that. So, that to me is a signal, and take that for what it's worth."

Drew Cohen

18,272 次观看 • 3 个月前

$AI shouldn’t be controlled by a single company or person, and the reason why most AI tools are "free" is because you are the product. Your data is more valuable to them, than the tool itself. That's why Action Model is different. We use tokens so: • Every AI action has a real cost • That cost is transparent • Value flows back to contributors, not one corporation The token represents a fractional stake in the AI itself; economic rights, governance rights, and participation in its growth. And that’s how you run AI without centralized control.$

AI shouldn’t be controlled by a single company or person, and the reason why most AI tools are "free" is because you are the product. Your data is more valuable to them, than the tool itself. That's why Action Model is different. We use tokens so: • Every AI action has a real cost • That cost is transparent • Value flows back to contributors, not one corporation The token represents a fractional stake in the AI itself; economic rights, governance rights, and participation in its growth. And that’s how you run AI without centralized control.

Action Model

47,704 次观看 • 9 个月前

Jensen Huang: “VCs don’t invest in business plans” When asked for advice on business plans and raising venture capital, Jensen tells the student audience at Stanford: “VCs don’t invest in business plans… They invest in great people. And so the question is: do they trust you? Your reputation matters. Your history matters.” He explains that a one of the key reasons Sequoia wrote the initial check into NVIDIA was because he had done great work with Andy Bechtolsheim, the founder of Sun. Jensen also argues that you need to have a vision that’s “sufficiently large to invest in.” Because of the nature of the businesses VCs invest in, the odds of success are rather low. “If they need to put in $10 million and the market is only $20 million, they’ll never get that $10 million back with a reasonable return.” But market size is secondary to people: “You might have to reinvent yourself over time, and if you want to reinvent yourself, you need to have great people. That’s why great people are so important.” Video source: Stanford Online (2011)

Jensen Huang: “VCs don’t invest in business plans” When asked for advice on business plans and raising venture capital, Jensen tells the student audience at Stanford: “VCs don’t invest in business plans… They invest in great people. And so the question is: do they trust you? Your reputation matters. Your history matters.” He explains that a one of the key reasons Sequoia wrote the initial check into NVIDIA was because he had done great work with Andy Bechtolsheim, the founder of Sun. Jensen also argues that you need to have a vision that’s “sufficiently large to invest in.” Because of the nature of the businesses VCs invest in, the odds of success are rather low. “If they need to put in $10 million and the market is only $20 million, they’ll never get that $10 million back with a reasonable return.” But market size is secondary to people: “You might have to reinvent yourself over time, and if you want to reinvent yourself, you need to have great people. That’s why great people are so important.” Video source: Stanford Online (2011)

Startup Archive

117,167 次观看 • 1 年前

I'm in the camp that says there'll be a good outcome. If you go back in history and look at what really is the pain point, it's gasoline prices US domestic above $6. In order to do that, you need to keep oil above 95 for at least three months. So here we are on the 60th day. We have another 30 days left. On the other side, the economics are more painful. $210 million per day of revenue lost to Iran. They need that money to pay their militia. That's how they brutalize their people. You got 150,000 people running a militia of 250,000 thugs. You gotta pay them, and they have a million-man army that kills the other 92 million people. It's a brutal regime. Everybody knows that, but it works with money. And so the more you strangle their cash, the guy that's killing everybody's not getting his paycheck.

I'm in the camp that says there'll be a good outcome. If you go back in history and look at what really is the pain point, it's gasoline prices US domestic above $6. In order to do that, you need to keep oil above 95 for at least three months. So here we are on the 60th day. We have another 30 days left. On the other side, the economics are more painful. $210 million per day of revenue lost to Iran. They need that money to pay their militia. That's how they brutalize their people. You got 150,000 people running a militia of 250,000 thugs. You gotta pay them, and they have a million-man army that kills the other 92 million people. It's a brutal regime. Everybody knows that, but it works with money. And so the more you strangle their cash, the guy that's killing everybody's not getting his paycheck.

Kevin O'Leary aka Mr. Wonderful

19,348 次观看 • 6 个月前