Marc Arjoon, CFA 🟪(@marcarjoon):Everyone thinks crypto is now being driven by RWAs and DeFi... it's not. So what just captured 53% of all daily app revenue? Memecoins. That's the highest share ever recorded (dating back to Dec 2019). More than DeFi summer. More than the NFT boom. More than any previous memecoin frenzy. The market always tells you what users value. And right now, it's attention.

Marc Arjoon, CFA 🟪

@marcarjoon

Research @blockworksres Prev: @coinsharesco @ubs

参加 November 2014

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Marc Arjoon, CFA 🟪@marcarjoon

2026.07.22 13:01

Everyone thinks crypto is now being driven by RWAs and DeFi... it's not. So what just captured 53% of all daily app revenue? Memecoins. That's the highest share ever recorded (dating back to Dec 2019). More than DeFi summer. More than the NFT boom. More than any previous memecoin frenzy. The market always tells you what users value. And right now, it's attention.