A bit delayed, but this free post will focus on high level mental models regarding tokenomics. As a reminder, tomorrow will feature a paid walk through into the tokenomics + liquidity flows of LUNA/UST (and I’ll be doing a bonus paid post on Friday with whale movements on 3-4 successful wallets I follow).
Thanks for writing this.
Excellent ! Worth the wait.
great write up as usual mate
Unique education. Hyped for discord
I'd love to see you going deeper on the concept behind Value Accrual for tokens. Always when i touch it it seems kinda blurry. But in sum excellent article and very important topic for future researchers
Nice work @onchainwizard; Just a correction ...you write there are simply more buyers than sellers is incorrect; There is no such thing as more buyers; Every buy needs a sale otherwise there is no transaction.
-->A price prints (tape/trades) when a buyer and seller meet at the same level.
--> There are simply different price levels at which a buyer and a seller are willing to trade.
Good stuff mate. But could you do a post on how to evaluate projects tokenomics on a basic level? Like what to look for in terms of vesting, % on supply for team, private rounds etc. Basically, how to evaluate whats good and what to avoid when looking at tokenomics.
In the GMX talk it's important to point that the fees from staking GMX are paid in ETH/AVAX so players arent geting diluted for recieving rewards at the same token.
Amazing bro, please more posts about tokenomics.
Where can I find all the charts about Users / Marketcap vs Reveue ... on the letter ?
Excellent content as always, congratulations. But in relation to DMX I went to check some information on CoinMarketCap and noticed that this token does not have a Market Cap or Fully Diluted Market Cap. or even information about Circulating Supply. How did you get this analysis? Thanks again for sharing your knowledge.
I hope all this effort and us learning on chain wizardy will be relevant and usable for at least few years to come to be able to benefit financially from.
Excellent piece of info. Thank you very much!
Excellent as always