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Jamie Coutts CMT
@Jamie1Coutts
Crypto & macro data that cuts through the noise. Chief Crypto Analyst @RealVision | Founder, Helios Analytics | ex-Bloomberg Freedom over Fear. Always. #Bitcoin#
参加 June 2011
513 フォロー中    52.1K ファン
I (well, my agent) logged every tokenomics change across the 309 tokens that have sat in the Top 100 since 2021. Each one sourced to a governance vote or an announcement. Burns, buybacks, fee switches, emission cuts. Net of the changes that went against holders, they've gone from 10 a year in 2021-22 to 32 a year now. More than 3x. The trend is clear. Product-market fit remains paramount. But on its own, it won't be enough. Protocols need to show supply discipline and value accrual alongside it. Short vibes. Long fundamentals. @RealVision
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