Vasily Sumanov
@vasily_sumanov
@valueverse_ai founder, Ph.D. (physical chemistry)
Focus: digital assets valuation, Holder P/FCF, economic mechanisms
373 Following 2.8K Followers
Today wBTC earns 3.3% in @yieldbasis outperforming best market option by 11x
Also today: @newmichwill drops x2 APR improvement proposal
Stand By:
#1#: Apps fees >> L1s fees
#2#: Apps have tokens that capture those fees
#3#: We can analyse all flows live & onchain, know every move, and predict
99% data in “dashboards” doesn’t help you make money
This is part of remaining 1%
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Few understand how big it is for the $YB's future
It directly stabilizes $crvUSD peg, enabling:
- More captured fees LPs & veYB holders
- Higher TVL limits
- TVL -> fees for LPs & veYB -> 🌀for $BTC $ETH LPs
FLYWHEEL:
📈yield mean more LPs wiling to join
📈 TVL (limits unlocked!) increases market depth and attracts more swap volumes
📈 swap volumes mean ever more fees, and cycle repeats 🌀
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Token holders could programmatically own revenue flows of a business.
It's not just ERC20 for $HYPE $CRV $AERO $YB etc. There is a code, this code shares revenue with holders.
For truly programmatic value accrual "disabling buybacks" (how it sounds, lol!) should be impossible.
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