The hottest Tokenomics Substack posts right now

And their main takeaways
Category
Top Crypto Topics

Lunacia’s Q3 State of the Nation Address

The Lunacian • 644 implied HN points • 30 Oct 24
🔮 Crypto Blockchain Gaming Tokenomics NFTs Web3
  1. Lunacia is thriving with a growing number of players and transactions. The community is becoming more active with game participation and collectible trading.
  2. Collectible axies are becoming very popular, driving a lot of trading activity recently. Special features and events have increased their value and appeal.
  3. Overall revenue for the Axie ecosystem is steadily increasing. Small actions, like sales and fees, are adding up to significant income for Lunacia.

What Tokens Are & What Tokens Aren’t

DeFi Education • 799 implied HN points • 08 May 24
🔮 Crypto Tokenomics Regulations Investment Strategies Market Trends Decentralization
  1. Tokens in crypto represent value and can be used for many purposes, like governance, trading, and utility. They allow anyone to buy in early, creating opportunities for many people.
  2. However, tokens are not like traditional stocks and don’t guarantee ownership or legal protections. They come with regulatory risks instead.
  3. The crypto space is evolving, and many retail investors are moving towards memecoins because they offer easy entry points, even if they lack real value. There's a push for better projects that genuinely serve users.

Delta Neutral Yield Farming Opportunity

DeFi Education • 459 implied HN points • 23 May 24
🔮 Crypto DeFi Yield Farming Tokenomics Investment Strategies
  1. Understanding delta neutral yield farming can help you earn returns without worrying about market price changes. It's a safer way to participate in yield farming.
  2. Avoiding normal strategies like liquidity pools might save you from losing money due to things like impermanent loss. There are smarter ways to invest in DeFi.
  3. It's important to stay updated on the latest DeFi practices, especially if you're looking to maximize your earnings. New guides can help you navigate the evolving landscape.

Ethena Drama

DeFi Education • 559 implied HN points • 05 Apr 24
🔮 Crypto Stablecoins Tokenomics DeFi Investing Yield Farming
  1. Ethena’s new stablecoin called sUSDe focuses on giving investors returns from off-chain trading, similar to how hedge funds operate.
  2. Ethena recently launched its token ENA, which has reached a total value of $15 billion when fully diluted.
  3. An airdrop of 5% from Ethena's total supply is worth about $750 million and makes up a significant part of its offering.

How to Create Token Value

DeFi Education • 759 implied HN points • 14 Feb 24
🔮 Crypto Digital Assets Tokenomics Market Making Decentralized Finance Blockchain Technology
  1. Crypto tokens are different from stocks because they don't give you ownership rights. They're like digital assets that operate in a coded system rather than through traditional laws.
  2. Creating value for tokens isn't just about profits or revenues; it's really about what makes them desirable in the market. Factors like user engagement and market attention play big roles in their success.
  3. Market makers help improve the trading experience for tokens by providing liquidity and stabilizing prices. They make it easier for people to buy and sell tokens without too much hassle.
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Ronin's Roaring 2024

Ronin’s Newsletter • 258 implied HN points • 07 Jan 25
🔮 Crypto Blockchain Gaming Tokenomics NFTs DeFi
  1. Ronin is growing fast, with a huge increase in users and games over the past year. A lot more people are now playing and enjoying games on the platform.
  2. Big-name partnerships are helping Ronin expand beyond just gaming. They are teaming up with companies like Binance and Coinbase to build a stronger ecosystem.
  3. Ronin is set to open its doors to everyone soon. This means anyone can create and join in on new projects on the network, making it an exciting time for developers and players alike.

Tokenomics Primer Part 1

DeFi Education • 1179 implied HN points • 29 Mar 23
🔮 Crypto Tokenomics Blockchain DeFi Investment Regulation
  1. Tokens are really important in the crypto world, acting as a way to raise money and attract users. Unlike stocks, tokens can be essential to the product itself.
  2. Good tokenomics is all about connecting the token's value to the success of the underlying project. If the project doesn't do well, the token's value can drop a lot.
  3. Demand for tokens can come from real use or from things the project does to create demand, like buybacks. It's important for projects to find the right balance to keep their tokens valuable.

Sky Mavis Re-Lock & $RON Circulating Supply Update

Ronin’s Newsletter • 98 implied HN points • 20 Jan 25
🔮 Crypto Tokenomics Blockchain Decentralization Smart Contracts Digital Assets
  1. Sky Mavis is making changes to the $RON token supply to make sure the circulating supply matches what's in their whitepaper. By January 27th, the number of $RON tokens that are considered in circulation will go up to 61.9%.
  2. They are moving unlocked $RON tokens from some wallets to new ones, which will help increase transparency. This means that more tokens will be available for use and tracking will be clearer.
  3. Sky Mavis is also re-locking about 75% of their tokens for two years, showing their confidence in the project. This way, they are ensuring stability and commitment to the future of the Ronin network.

Tokenomics Primer Part 2

DeFi Education • 639 implied HN points • 02 Apr 23
🔮 Crypto Tokenomics Blockchain Investment Decentralization Cryptocurrencies
  1. Tokenomics is an important concept in cryptocurrency that helps understand how tokens work and are valued. It can guide investors in making informed decisions.
  2. Chainlink's LINK token was the most requested topic for analysis, indicating a strong interest in its performance and utility. People want to know more about this specific cryptocurrency.
  3. The content is aimed at paid subscribers, suggesting that in-depth analysis is available for those who are willing to invest in understanding tokenomics better. It's a specialized resource for committed learners.

Deep Dive: GMX

DeFi Education • 659 implied HN points • 18 Dec 22
🔮 Crypto Blockchain Tokenomics DeFi Investing
  1. GMX is considered the top performer among derivatives DEX tokens, especially after the FTX collapse. Many investors are taking a closer look at it now.
  2. The focus of the deep dive is to explore GMX's protocol design, security features, and how its tokenomics work.
  3. The post aims to help readers decide whether to invest in the GMX token or use its exchange for trading.

Deep Dive: dYdX

DeFi Education • 619 implied HN points • 29 Dec 22
🔮 Crypto DeFi Investing Trading Exchanges Tokenomics
  1. dYdX is a decentralized exchange that provides users with a way to trade cryptocurrencies safely. It's designed to be secure and reliable for trading.
  2. Investors are encouraged to assess the exchange's protocol design and tokenomics before investing or trading. Doing thorough research helps to make informed decisions.
  3. The insights provided aim to guide users in exploring alternative exchanges following events like the FTX collapse, ensuring they can find trustworthy platforms.

LSDs End Game

DeFi Education • 519 implied HN points • 01 Feb 23
🔮 Crypto Decentralization Tokenomics Trading Governance Finance
  1. LSDs can refer to different concepts, but this discussion seems to focus on a specific investment strategy. It's important to be clear about what LSDs mean in this context.
  2. The dYdX governance token has seen a significant price increase recently. Keep an eye on its performance if you're involved in trading on that platform.
  3. For those who have earned dYdX tokens, it might be wise to claim and sell them now, as they may not outperform other assets like ETH in the future.

Dopex: The rDPX Trade

DeFi Education • 1119 implied HN points • 11 Mar 22
🔮 Crypto Decentralized Finance Blockchain Technology Tokenomics Digital Assets
  1. Dopex is a decentralized options exchange that offers new products and features for trading. It's a good option for those looking to trade digital assets.
  2. They are planning updates to their tokenomics, which means changes in how their tokens work. This could create new trading opportunities.
  3. The focus is on event-driven trades, which are strategies that react to market events, helping traders potentially make better decisions.

The Governance Gap

DeFi Education • 299 implied HN points • 02 Jun 23
🔮 Crypto Governance Tokenomics Decentralization Investment
  1. In DeFi, there can be big differences between what token holders think and what really happens in a project. This disconnect is called the Governance Gap.
  2. Business disputes in DeFi can be tricky because the anonymity of participants and access to important tech can change the game. It's not like regular business where there's a clear chain of accountability.
  3. Legal issues in DeFi are complicated and often unclear. It's essential to work with lawyers who understand blockchain and decentralized organizations to navigate these challenges.

Update on Valuations and The State of DeFi

DeFi Education • 819 implied HN points • 25 May 22
🔮 Crypto DeFi Blockchain Investing Market Trends Tokenomics
  1. DeFi has changed a lot in the last year. Many new ideas have appeared, but not all have lasted, and lending has dropped due to less interest.
  2. Trading on decentralized exchanges is still strong, showing that people keep trading even in a down market. Innovations in exchange technology are also happening.
  3. The overall value in DeFi is up, but many tokens have dropped in price. Investors need to be careful and are looking for undervalued options as the market evolves.

DeFi Education Core Principles

DeFi Education • 639 implied HN points • 04 Aug 22
🔮 Crypto DeFi Blockchain Tokenomics Security Regulation
  1. DeFi projects should focus on long-term growth and sustainability, moving away from relying solely on token incentives. It's important for apps to build a future without depending on constant rewards.
  2. User-friendliness is key. DeFi projects should create easy-to-use interfaces that average people can navigate, not just designed for tech experts.
  3. Strong technical quality matters. Experienced developers are essential for creating secure and reliable software, and protocols should regularly invest in improving their systems.

Why P/E Ratios Are Broken In Crypto

DeFi Education • 699 implied HN points • 22 Jun 22
🔮 Crypto Finance Investment Tokenomics Market Analysis DeFi
  1. P/E ratios aren't very useful in crypto because they rely on earnings that can fluctuate wildly. DeFi protocols often make money one month and lose it the next, making it hard to predict overall earnings.
  2. Crypto tokens have different roles than stocks and aren't just about cash flow. They can be used for voting or earning more tokens, which makes comparing them using P/E ratios tricky.
  3. It's better to focus on cash flows rather than P/E when analyzing crypto. Ignoring token issuance costs and looking at other measures like Price to Sales (P/S) can give a clearer picture of value.

The DeFi Roundup (September 3, 2022)

DeFi Education • 579 implied HN points • 03 Sep 22
🔮 Crypto Blockchain DeFi Tokenomics Digital Assets Market Analysis
  1. Coingecko has added a new section for 'Tokenomics', but it's still a work in progress. Currently, only some tokens have this information available.
  2. The DeFi Roundup shares interesting updates and events in the crypto space regularly. It's a good resource for those wanting to stay informed.
  3. Subscribers receive detailed analysis and insights in the Roundup, making it valuable for anyone interested in decentralized finance.

How to think about token prices, emissions, and liquidity

DeFi Education • 539 implied HN points • 30 Aug 22
🔮 Crypto Tokenomics Investing Market Analysis Decentralized Finance Trading Strategies
  1. Market cap is more important than token price. You should look at the total value of all tokens, not just how much one token costs.
  2. Keep track of token emissions and unlock schedules. Knowing when new tokens enter the market can help you predict price changes.
  3. High trading volume is vital for token participation. A token with low volume isn't worth your time because it can be hard to buy or sell without affecting the price.

New launches (part 1) - private capture, phantom pricing

Cobie • 171 implied HN points • 19 May 24
🔮 Crypto Investing Tokenomics Market Trends Valuation
  1. New token launches are tough to invest in because a lot of the price discovery happens in private markets, leaving regular investors with less opportunity. It's important to do your homework before jumping in.
  2. Higher valuations for new tokens now reflect more demand in the market, but many of these valuations don’t match the actual value of the tokens. It's key for investors to look deeper into the numbers behind the hype.
  3. Buyers should be cautious with low-float tokens, as they can be more easily manipulated. Understanding the float, FDV, and market demand is essential before investing.

Can You Decentralize USDC?

DeFi Education • 539 implied HN points • 28 May 22
🔮 Crypto Blockchain Decentralization Digital Currency Smart Contracts Tokenomics
  1. Decentralization can make USDC more resilient and secure. It could reduce the risks linked to central authorities managing it.
  2. The idea is to explore how USDC could be transformed to operate effectively in a decentralized environment.
  3. Discussion and research in decentralized finance (DeFi) could spark new ways to innovate existing systems like USDC.

How to Read Smart Contracts Part 2

DeFi Education • 519 implied HN points • 27 Mar 22
🔮 Crypto Blockchain Smart Contracts DeFi Tokenomics Coding
  1. Understanding smart contracts can be technical and may require some coding knowledge. It's important to build a foundation before diving into complex topics.
  2. Part 1 of the series offers a good introduction for beginners, while Part 2 is more suited for those with prior experience.
  3. Reading smart contracts is essential in the DeFi space, as it allows users to make informed decisions about their investments.

NFTX Overview

DeFi Education • 619 implied HN points • 24 Oct 21
🔮 Crypto NFTs DeFi Marketplaces Tokenomics Risk management
  1. NFTX allows NFT owners to deposit their NFTs into a vault and get a token in return, which can be traded. This helps make NFTs more liquid and allows owners to get quick cash when needed.
  2. NFTX differs from similar platforms by offering a user-friendly experience and has no current fees in its first version. In the future, they may add ways to earn income through governance decisions.
  3. The protocol is still in its early stages and faces competition from other upcoming marketplaces. However, if NFTX can implement single-sided staking, it might see significant growth.

WNXM Case Study: Breakdown of an Asymmetric Trade

DeFi Education • 559 implied HN points • 22 Nov 21
🔮 Crypto DeFi Investing Blockchain Risk management Tokenomics
  1. In the DeFi market, emotion and attention drive prices, creating unique opportunities for investments. It's important to explore less popular projects that address real problems, like decentralized insurance.
  2. Nexus Mutual offers insurance coverage for smart contract risks through a unique structure that includes legal status for token holders. This makes it a safer investment compared to many other crypto-assets.
  3. A profitable trading strategy involves buying WNXM tokens when they're undervalued, wrapping them, and redeeming them for ETH when the capital pool is healthy. Quick actions can lead to low-risk, high-return investments.

Happily Ever After? Exploring the Fei-Rari merger

DeFi Education • 379 implied HN points • 23 Dec 21
🔮 Crypto DeFi Tokenomics Mergers Governance
  1. Rari Capital and Fei Protocol are merging, with TRIBE tokens from Fei being exchanged for RGT tokens from Rari at a specific ratio. This merger is important as it's the first of its kind in the DAO space.
  2. The merger aims to eliminate Rari's debt, which was a result of a prior hack, by having Fei use its funds to pay off the liabilities. This move helps Rari start fresh financially.
  3. There are concerns about the pricing method used for the merger, as many feel that RGT holders received a bad deal. This raises questions about how to value tokens fairly in future mergers.

Tokenomics 101: Navigating the Nuances of LLM Product Pricing

ScaleDown • 5 implied HN points • 20 Feb 24
🕹 Technology AI Tokenomics Generative AI Large Language Models
  1. Token-based pricing for LLM applications can be complex as it involves more than just input and output tokens. Consider additional factors like system prompts, context tokens, and evaluation tokens for accurate cost estimation.
  2. Estimating the price of a GenAI chatbot involves considering not only the direct input and output tokens but also context tokens, system prompts, and real-world applications like regeneration and error handling.
  3. When budgeting for GenAI applications, remember to include overheads like evaluation of outputs and guardrails in your cost analysis. These additional requirements can significantly increase the total token costs.

An Overview of the Flow Blockchain

Coin Metrics' State of the Network • 0 implied HN points • 15 Oct 24
🔮 Crypto Blockchain Smart Contracts Digital Assets DeFi Tokenomics
  1. Flow is a Layer-1 blockchain built for quick, consumer-friendly apps. It uses a unique system to help scale and manage tasks efficiently.
  2. The recent Crescendo upgrade allows Flow to work with Ethereum's smart contracts, letting developers use tools from both ecosystems.
  3. Flow is popular for digital collectibles like NBA Top Shot and has low transaction fees, making it great for fast and affordable transactions.

Navigating the Avalanche: An Introduction to the Avalanche Network

Coin Metrics' State of the Network • 0 implied HN points • 13 Feb 24
🕹 Technology Blockchain Cryptocurrency Tokenomics
  1. Avalanche is a blockchain network with unique architecture and features like subnets, making it versatile for a wide range of applications like DeFi and gaming.
  2. The AVAX token is central to Avalanche, used for transaction fees, network security through staking, and has shown notable success with market capitalization peaking at $30B.
  3. Avalanche's consensus mechanism, called Avalanche Consensus, is structured to handle high throughput with fast transaction speeds, enhanced scalability, and a permissionless approach different from traditional blockchains.

Step 1: Intro to Impact DAOs

Crypto Good • 0 implied HN points • 05 May 23
🔮 Crypto DeFi Blockchain Web3 Tokenomics
  1. Impact DAOs are decentralized organizations focused on doing good for people and the planet.
  2. Core purpose is crucial and should drive all actions, not just be an afterthought.
  3. Advantages of Impact DAOs include global participation, borderless setup, and decentralized decision-making.