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N 0xNairolf
nairolf
@0xNairolf

if you want to launch a new coin now you have no choice but talk about revenue generation + how that value flows back to holders -> reason why there havent been many new TGEs lol -> reason why $$$ will increasingly flow toward the few assets that actually have it feels gud

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17 replies collected of 19 X reports
Tiur @tiur_eth · D

@0xNairolf Memes used to carry a launch for months. Now people actually want to see a cash flow statement before clicking buy.

Chris Ruz - Hype @ChrisRuzArc ·

@0xNairolf also make sure don't use retail as exit liquidity

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Rostyslav_Crypto @CryptoRostyslav · D

@0xNairolf Finally, these devs are actually forced to prove some basic unit economics.

sam @iblamenfts ·

@0xNairolf Facts. Gambling is one of the biggest industries on earth and this is the first time anyone has pointed a real revenue model at it. BNB did it for an exchange. Hyperliquid did it for perps. Degens is doing it for betting.

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ForTon_intern @forton_intern ·

@0xNairolf Fewer launches may help quality, but it also makes early capital more dependent on a smaller set of winners.

Macro Bombastic @MacroBombastic · 11K D

@0xNairolf yeah tbh the revenue talk filters out a lot of noise, only real projects survive

SkyGecko❄️ @skygecko_ ·

@0xNairolf feels gud that things are like this

Mortid @Mortid_X · C

@0xNairolf do you think revenue talk becomes the default filter for every new launch or just the ones that want serious volume?

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david @davidiikkk · D

@0xNairolf the shift from pure narrative to revenue talk is the real filter most coins cant even fake a value flow back to holders

Dawnik @dawnik · D

@0xNairolf The market is getting better at separating real value creation from pure token speculation.

Roveniq @Roveniq · D

@0xNairolf The market is definitely getting more selective

Loyde @Loydethecreator · D

@0xNairolf this is the thing that can acutally create a strong onchain narrative

OLY @Oly_Dao · 10K C

@0xNairolf fundamentals finally becoming important is a good sign

Killian @KillianVoice · D

@0xNairolf we are gonna cook here

Validatus.com @stakeingermany · D

@0xNairolf The market is finally forcing new tokens to answer the basic question, where does the value actually go for holders?

madame/acc @madame1829 · 10K A

@0xNairolf maturity

Memecoin Prediction Markets @mcpm_base_eth · D

This is why I think the next phase gets really interesting. As capital increasingly concentrates around assets with real revenue and value capture, the products supporting those ecosystems need to become more valuable too. Build something people actually want to use. Create real activity. Capture the value you create. That's the game.

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