75.8K @andyyy The "90% of tokens are univestable" take from Alex is very very rash, and can easily make you really pessimistic about the state of affairs in the industry as of today.
I wouldn't blame you if you ended up taking it that way.
What he really means is the future of token investing needs to be recalculated from a framing of "Net Value Flows" or really just, like a balance sheet with credits and debits.
More on this soon, for now, enjoy the mapping below.
55.1K @therollupco Is @AerodromeFi the Hyperliquid of Spot Markets? with @wagmiAlexander
Timestamps:
00:00 Intro
01:21 Top 100 Token Reshuffle
03:15 Institutions & DeFi Builders
04:45 Tokenized Equities onchain
06:44 Composability & DeFi Primitives
07:43 AMMs vs. Order Books
08:58 AMMs Still Dominate
09:17 What's Going on With Base?
10:41 Aero vs. Hyperliquid
11:53 DEX Fees vs. Chain Fees
13:50 How to Evaluate Token Revenue
15:34 Token Dividends & Regulation
16:29 Active vs. Passive Value Accrual
18:19 New DeFi Primitive Teaser
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110.6K @CoinMarketCal 110.6K @CoinMarketCal Hi everyone 👏
We need your opinion 🗳️
Which projects should be featured in the 383rd issue of "3 coins to keep an eye on"?
$AERO, $CFX, $HYPE, or $XLM?
Our analyst will pick the ones with the most votes (3 picks)
Join our readers 👉 https://t.co/24GFZU0dPl
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110.6K @CoinMarketCal Top 3 coins with potential 👀
🥇 $AERO (@aerodromefi) 👉 https://t.co/Cv9Q7aNYCH
4 upcoming events
3 potential catalysts
🥈 $ATH (@aethircloud) 👉 https://t.co/HZAgqRt817
5 upcoming events
2 potential catalysts
🥉 $SQDGN (@hellosqdgn) 👉 https://t.co/ybLK6J0Exl
4 upcoming events
2 potential catalysts
More highlights 👉 https://t.co/LhZzIYHgE0
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