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Mark Moss
@1MarkMoss
Wealth Engineering w/Bitcoin | Partner @BTCOppFund | @ArchLending | @BlockwareTeam | 100M+ @YouTube | @iHeartRadio
加入 February 2018
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When you hear "Bitcoin, not Crypto," this is one of the many reasons why "Crypto" generally is like software companies, which constantly adapt and change the rules. Bitcoin is a protocol, a set of rules, with no ruler.
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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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