@m0xt_ m0xt

m0xt posts on X about sky, in the, crypto, $sky the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

• [--] Week [-----] -44%
• [--] Month [------] -11%
• [--] Months [-------] +59%
• [--] Year [-------] +474%

Mentions: [--] #

• [--] Month [--] +19%
• [--] Months [---] +36%
• [--] Year [---] +64%

Followers: [-----] #

• [--] Week [-----] +0.10%
• [--] Month [-----] +1.80%
• [--] Months [-----] +41%
• [--] Year [-----] +164%

CreatorRank: [---------] #

Social Influence

Social category influence cryptocurrencies 47.52% finance 43.56% stocks 9.9% technology brands 5.94% social networks 5.94% exchanges 3.96% countries 1.98% financial services 0.99% travel destinations 0.99% automotive brands 0.99%

Social topic influence sky 20.79%, in the 12.87%, crypto 12.87%, $sky #18, this is 12.87%, bullish #1468, defi 8.91%, ethereum 7.92%, if you 6.93%, community 5.94%

Top accounts mentioned or mentioned by @skyecosystem @cowswap @sparkdotfi @grovedotfinance @barnbridge @tokenterminal @theiaresearch @lidofinance @milkroad @step @mrbeast @defillama @cryptomckenna @dune @galaxyhq @runekeks @skyecosystems @ethereum @drakefjustin @steakhousefi

Top assets mentioned Skycoin (SKY) Ethereum (ETH) CoW Protocol (COW) Solana (SOL) BarnBridge (BOND) PumpBTC (Governance token) (PUMP) Syrup (SYRUP) Galaxy Digital Inc. (GLXY) Spark (SPK) Jupiter (JUP) BITMINE IMMERSION TECH (BMNR) Aave (AAVE) sUSDS (SUSDS) Olympus (OHM) Bitcoin (BTC) Lido DAO (LDO)

Top Social Posts

Top posts by engagements in the last [--] hours

"If this proposal goes through and it likely will @JupiterExchange could buy back its entire $JUP token supply in just six years at the current buyback pace. Pick any timeframe you like to look at the buyback multiple. The story does not change Bullish $JUP Great to see this from @JupiterExchange Community airdrops are an immature primitive that crypto apps used in the early days to incentivize users at the expense of real long-term investors supporting the protocol We MUST get rid of this if we want to attract REAL capital It Great to see this from @JupiterExchange Community airdrops are an"
X Link 2026-02-14T14:03Z [----] followers, [---] engagements

"Must follow for all $SKY holders Introducing Sky Ecosystem Insights. Sky Frontier Foundation has established Sky Ecosystem Insights to address the lack of standardized financial reporting within DeFi. This account exists to publish verifiable institutional grade analysis of the Sky Ecosystems fundamentals. https://t.co/vP8Okyau1o Introducing Sky Ecosystem Insights. Sky Frontier Foundation has established Sky Ecosystem Insights to address the lack of standardized financial reporting within DeFi. This account exists to publish verifiable institutional grade analysis of the Sky Ecosystems"
X Link 2026-01-28T21:05Z [----] followers, [----] engagements

"Congrats to everyone holding $SKY It sits at ATHs compared to $ETH as well as $BTC"
X Link 2026-02-02T10:31Z [----] followers, [----] engagements

"The "Everything Rally" is dead. The "Great Decoupling" is here. Even without new capital coming in real businesses are outpacing the market quite significantly. $SKY is leading the way. Again. I don't see bear market on this chart Will people finally pay attention to $SKY I don't see bear market on this chart Will people finally pay attention to $SKY"
X Link 2026-02-09T09:15Z [----] followers, [--] engagements

"@andyyy How does $CC fits into Neo finance versus other chains that are not included"
X Link 2026-02-09T09:55Z [----] followers, [--] engagements

"@TheOneandOmsy What are the odds of Step going to leverage public blockchains like ethereum (Bitmine is investor) for various financial services"
X Link 2026-02-09T19:08Z [----] followers, [---] engagements

"@MilkRoad @step @MrBeast @Bloomberg Is Step going to use Ethereum in the future or they invited Bitmine to be an investor in MrBeast Industries just for some other reason"
X Link 2026-02-10T08:18Z [----] followers, [---] engagements

"Where does $AAVE go from here It goes where its revenues go. And $AAVEs revenues today are still largely driven by broader crypto prices and sentiment. But that changes when @aave becomes a home for RWA where borrowing against real-world assets is far less sensitive to crypto price swings. Very bullish from these levels https://twitter.com/i/web/status/2021289863556038869 https://twitter.com/i/web/status/2021289863556038869"
X Link 2026-02-10T18:27Z [----] followers, [---] engagements

"@fundstrat @step @MrBeast @BitMNR Are you saying what I think you are saying"
X Link 2026-02-13T12:40Z [----] followers, [---] engagements

"I don't see bear market on this chart Will people finally pay attention to $SKY Sky's revenue is ridiculously robust these days due to an early bet on RWAs. USDS is the same size as DAI was in [----] but the difference in monetization is staggering. Deposits are also durable and growing this time around. https://t.co/OgzBGDnP3F Sky's revenue is ridiculously robust these days due to an early bet on RWAs. USDS is the same size as DAI was in [----] but the difference in monetization is staggering. Deposits are also durable and growing this time around. https://t.co/OgzBGDnP3F"
X Link 2026-02-05T22:44Z [----] followers, 10.4K engagements

"@Delphi_Digital You know $MKR did rebrand to $SKY in [----] right"
X Link 2026-02-06T08:01Z [----] followers, [---] engagements

"The "Everything Rally" is dead. The "Great Decoupling" is here. Even without new capital coming in real businesses are outpacing the market quite significantly. $SKY is leading the way. Again. I don't see bear market on this chart Will people finally pay attention to $SKY I don't see bear market on this chart Will people finally pay attention to $SKY"
X Link 2026-02-09T09:22Z [----] followers, [----] engagements

"Not many people really know how to express the bullish case for @grovedotfinance. I do. Just buy $SKY as they will own a significant portion of their tokens.😉 Allocating. Deploying. Monitoring. https://t.co/BRzaC2G9G5 Allocating. Deploying. Monitoring. https://t.co/BRzaC2G9G5"
X Link 2026-02-13T10:18Z [----] followers, [---] engagements

"is doing $500M a year in revenue and using most of it for buybacks. Yet the market cap is only 2x revenue. So how much lower can $PUMP really go They do not even need new buyers. If they keep generating that kind of revenue that alone can shrink supply and push the price much higher. Big IF though but it is worth the risk imo. http://Pump.fun http://Pump.fun"
X Link 2026-02-12T13:42Z [----] followers, [----] engagements

"I've never been more bullish about where this industry is headed. When I say I'm bullish I mean this space is set to shake up traditional industries in a big way offering better superior products that actually improve peoples lives. If youre only in crypto to get rich quick theres a good chance youll get burned. But if you're here because you believe we're building something better something that could become the new normal in the next decade then you're more likely gonna see success as investor as well. Most people are still caught up in short-term price swings and hype-driven stories. But"
X Link 2025-10-28T09:16Z [----] followers, [----] engagements

"I was recently working on underwriting $SYRUP and focused primarily on its monthly revenue paying close attention to the trend and the resilience of those revenues lately. Initially I pulled data from @DefiLlama and @tokenterminal. Both platforms showed declining revenue with DefiLlama indicating a relatively moderate drawdown of about [--] percent from October highs while Token Terminal showed a steeper drop of over [--] percent from September. Recent figures on both platforms suggested revenues were hovering in the range of [---] to [---] million dollars. Then I saw @Crypto_McKenna referencing very"
X Link 2026-02-04T09:24Z [----] followers, [----] engagements

"Earlier this week $GLXY investors were hit with a wave of negative headlines. 1) First the company reported a $500M loss in Q4. 2) Then ERCOT announced it would revisit approvals for additional power capacity just weeks after Galaxy received approval for 830MW. 3)At the same time crypto sold off and @galaxyhq continues to be treated by many as a pure crypto proxy. On the surface this looks ugly. In reality this is where the opportunity is forming. 1) The reported losses were driven by unrealized PnL on Galaxys crypto portfolio not by deterioration in its core digital asset business. 2) ERCOT"
X Link 2026-02-06T08:41Z [----] followers, 15.6K engagements

"@0xCryptoSam @insomniacxbt Whats your take on Morpho vs Aave v4 or Horizon"
X Link 2026-02-15T20:37Z [----] followers, [--] engagements

"Instead of checking prices first thing this morning tune into the @coinbase earnings call and see whats really going on under the hood. Institutional interest is going parabolic. This tech is finally getting the adoption its been waiting for. The gap between strong fundamentals + macro tailwinds and lagging prices has never been wider. So if anything this is another massive buying opportunity. In hindsight itll all look obvious. I've never been more bullish about where this industry is headed. When I say I'm bullish I mean this space is set to shake up traditional industries in a big way"
X Link 2025-10-31T10:48Z [----] followers, [----] engagements

"What do you do when prices keep going down Most people panic because they dont have data to back their thesis. But if you do have data its different. Thats exactly why we built @CoWSwap dashboard to bring clarity track the right data and help you make better decisions based on whats actually happening under the hood. So let's have a look: $COW dropped -22.6% in October. Volume was down -5.7% MoM. But revenue Up +33.4%. Thats why we follow the numbers not just the price"
X Link 2025-11-03T11:23Z [----] followers, [----] engagements

"Forget the price action. Focus on the fundamentals. Everythings down right now but whats most likely to bounce back The tokens backed by real fundamentals. And even if new buyers dont show up solid protocols can buy back their own undervalued tokens until they hit a more reasonable valuation. This isnt just about pumping the token but at these levels buying back your own tokens could be a smart use of capital. Its a way to add value to the balance sheet now and potentially put those tokens to use later when the conditions change. $sUSDS doubled over the last [--] days Over the past [--] days the"
X Link 2025-11-04T09:03Z [----] followers, [----] engagements

"Imagine tapping into multiple uncorrelated yield strategies all in one place The ticker is $SKY. The yield bearing stablecoin is $sUSDS. Remember it took several months in [----] for "trusted" actors to blow up. Spark Savings is the only large-scale venue with zero exposure to perps/CEXs. There is a reason billions are flowing from other venues to Spark. https://t.co/YFyxLTjBMa Remember it took several months in [----] for "trusted" actors to blow up. Spark Savings is the only large-scale venue with zero exposure to perps/CEXs. There is a reason billions are flowing from other venues to Spark."
X Link 2025-11-04T13:20Z [----] followers, [----] engagements

"Its not just about the buybacks its about more people waking up each week to the bigger picture behind big @RuneKek's vision and really starting to get it. They just launched The Forge a Wikipedia-style platform for community contributions built right into the Sky ecosystem. Its one of many tools being developed by Powerhouse a @SkyEcosystem's spinoff focused on building infrastructure for DAOs. Or Chronicle another Sky-backed project just raised $12 million and users can already farm its tokens using $USDS. Theres a lot happening behind the scenes that many people are missing right now but"
X Link 2025-03-26T20:13Z [----] followers, [----] engagements

"Just a casual $0.5B deposit into @SkyEcosystem $sUSDS.👀"
X Link 2025-10-12T18:26Z [----] followers, 40.4K engagements

"@CoWSwap @ethereum Here is the link to the dashboard: https://dune.com/cowprotocol/cowswap-high-level-metrics-dashboardAggregate+by_e759c2=Week https://dune.com/cowprotocol/cowswap-high-level-metrics-dashboardAggregate+by_e759c2=Week"
X Link 2025-04-24T10:26Z [----] followers, [---] engagements

"@monerium I am pretty sure you are well aware at this point that the transactions are not going through. Any estimates for when it is going to be fixed People on Gnosis discord suggest that you might need to raise gas limit or change RPC provider"
X Link 2025-12-02T10:44Z [----] followers, [---] engagements

"Did you know that approximately 75% of @SkyEcosystem profits come from $DAI This is primarily because there is close to $4 billion in DAI but only about $270 million is held in sDAI which earns just 1%. As a result @SkyEcosystem can earn SOFR at minimum on nearly $3.7 billion of idle DAI without incurring additional costs. In contrast $USDS generates around $235 million in revenue but with $190 million in savings-related expenses - $sUSDS the gross profit is approximately $45 million. Meanwhile DAI contributes around $155 million in profit highlighting its significant role in Skys earnings."
X Link 2026-01-04T08:33Z [----] followers, [---] engagements

"A lot of people are still sleeping on $GLXY. They just got approval for an additional 800MW which means theyre in a position to lock in another tenant likely on the same terms as @CoreWeave if not better. That puts @galaxyhq on track for over [--] billion dollars in contracted revenue by the end of [----] with around 90% EBITDA margins. And Phase I of Helios being live soon so some of that revenue is already starting to come in. This absolutely deserves a much higher valuation. $GLXY gets ERCOT approval for [---] MW Power Expansion at Helios doubles total power capacity to 1.6GW+ signs service"
X Link 2026-01-15T14:47Z [----] followers, [----] engagements

"Pendle in a nutshell: - New tokenomics: Shift from vePENDLE to sPENDLE - simpler and more accessible to bigger players. No lockups needed. - Clear Market Leader: Dominates the yield tokenization space with 95% marketshare. - Low Inflation: Just 2% annual emissions no other unlocks. - V2 Growth Potential: Yield-bearing stablecoins are booming - huge TAM ahead. - Boros Gaining Steam: Early traction with super strong upside potential. $PENDLE looks good here https://twitter.com/i/web/status/2014274677825315243 https://twitter.com/i/web/status/2014274677825315243"
X Link 2026-01-22T09:51Z [----] followers, [---] engagements

"@Crypto_McKenna $SYRUP is traded at 30x revenue multiples and something like [---] pe multiple. $SKY is traded at 6x revenue and 8x pe. $AAVE is traded at 29x revenue and [--] pe but their market position is quite different compared to Syrup. It still feels quite pricey to me"
X Link 2026-01-27T15:25Z [----] followers, [---] engagements

"@enteronchain @ethereum @ARKInvest @BlackRock @CapitalOne @OndoFinance @NYSE @BitGo @brexHQ Ethereum doesnt compete with Solana or Hyperliquid it competes with Cantons of the world.😉"
X Link 2026-01-27T20:21Z [----] followers, [---] engagements

"@hexonaut @norbertbodziony $30m ARR and $50m map. @hexonaut how much of the team allocation is allocated I believe SPK distribution for SKY stakers stopped so only SPK for USDS stakers right How much is unlocked there😉"
X Link 2026-02-05T22:49Z [----] followers, [--] engagements

"@will__price @HyperliquidX @Lighter_xyz link to this"
X Link 2026-02-05T22:58Z [----] followers, [---] engagements

"Hold your hats🎩 We are starting🚀 Rocket name: $BOND Manufacturer: @Barn_Bridge"
X Link 2021-03-05T18:33Z [----] followers, [--] engagements

"@sassal0x never thanked you enough and probably noone ever will for what you have been doing for $ETH community.🙏 Love your @thedailygwei and beyond👏"
X Link 2021-03-08T09:58Z [----] followers, [--] engagements

"It is just the beginning $BOND by @Barn_Bridge cograts👏 Amazing work to the whole team So proud to be a part of this. 🙌🙌🙌 Amazing work to the whole team So proud to be a part of this. 🙌🙌🙌"
X Link 2021-03-15T18:00Z [----] followers, [--] engagements

"For some people graphics just works better. @RyanSAdams @drakefjustin @TrustlessState"
X Link 2021-06-21T14:53Z [----] followers, [---] engagements

"It took like couple days from the idea into realization Cannot be more proud of @universe_xyz for making this happen Shout out to everyone who was/is involved The story behind is much stronger than you think. If you are not part of this you ngmi"
X Link 2021-09-05T17:10Z [----] followers, [--] engagements

"You mind the higher volatility in crypto 1) Buy protective put options: @lyrafinance 2) Buy ETH volatility derivative: @volmexfinance 3) Entry ETH SA senior pool: @Barn_Bridge soon accepted as collateral for higher LTV positions Can't wait for SMART Alpha Us too 😍 Try out the simulator to model out different outcomes based on: 👶 Junior dominance (determines the junior/senior rate in the pool) 📈 Price performance (% of the price movement in the given epoch) More details https://t.co/2RNAywFRbz Can't wait for SMART Alpha Us too 😍 Try out the simulator to model out different outcomes based"
X Link 2021-09-06T17:37Z [----] followers, [--] engagements

"Fantasy Sports and Gaming Association states that [--] million people are playing fantasy games across India and the figure is estimated to reach [---] million by 2022This number is projected to accelerate rapidly in the near future. Huuge market to focus on @LeagueDao"
X Link 2021-09-14T06:58Z [----] followers, [--] engagements

"I have moved to Sri Lanka for couple months because of the weather and surfing over here is amazing. After [--] days here i have been asked to talk about Ethereum in coworking space. After [--] days here i have been asked to pay my rent for villa in USDT"
X Link 2021-10-25T11:03Z [----] followers, [--] engagements

"@opensea Community is crying for token. What would you do You announce Series C funded by huuge VCs but closed for the community. Do they need more funds No way Just getting all users rekt by doing so Sorry but this is not web3 Community first Not the last"
X Link 2022-01-05T06:18Z [----] followers, [--] engagements

"I dont directly own any $OHM but I feel the duty to defend @OlympusDAO anyway. It shows how inmature and irrational markets are. We need to build something. So people can get safe exposure to protocols which generate money no matter what price action have been on [--] days tf"
X Link 2022-01-18T05:31Z [----] followers, [--] engagements

"@Barn_Bridge introduced novel concept of fixed yield. Smart Yield v2 provides: 1) Fixed yield for users 2) Sustainable liquidity mech for DAOs With new pools originators and partners this concept seems very promising based on current data"
X Link 2022-10-14T15:42Z [----] followers, [--] engagements

"$LUSD is working as it should. The depeg is due to lack of IMMEDIATE economic incentives to return the value to [--]. But the time decay of redemptions will gradually provide incentives to return the price to [--] This is a feature not a bug It protects users from events like this"
X Link 2023-03-12T08:00Z [----] followers, [---] engagements

"@Rocket_Pool stands out by offering daily YouTube video updates about its developments. Today's video is the 288th episode highlighting the dedication of @waqwaqattack to keep Rocketpool fans and users informed. Interestingly RPL has roughly [-----] unique owners and rETH boasts about [-----] suggesting a potential interest base of around [-----] followers. Yet the videos typically attract only 100-200 views. For those preferring immediate updates over daily videos Rocketpool's Discord server features a bot named Rocketwatch. This independent project delivers up-to-the-minute information and"
X Link 2023-11-14T14:22Z [----] followers, [----] engagements

"The bigger the trade the greater the incentive to be protected against MEV. Follow the big money to gain insights into the products they are using today which might become mainstream tomorrow. You wonder who has the light blue color among the largest trades🐄 @CoWSwap"
X Link 2024-07-30T11:44Z [----] followers, 12.5K engagements

"Using Twitter as a platform to share my thoughts and document my progress as a crypto investor.😇 We're all trying to navigate through this wild chaotic timelucky enough to be at the start of something so innovative and disruptive that boredom isn't an option. It's not easy it's not for everyone and it demands more than just an interestit needs to become your lifestyle. Youve got to love the potential not just the money. Everyone will win big lose big and win again. Thats just part of the game. And those mistakes Theyll make you a better investor. Sure you can play it safe by holding some"
X Link 2024-10-08T08:26Z [----] followers, [----] engagements

"Putting aside the fact that revenue and volumes are already at all-time highs this month for @CoWSwap (with [--] days still left to go) whats really impressive is the surge in usersboth returning and new. This isnt just the same crowd trading more because prices are climbing; the user base is actually growing proving that this is a truly great product catching on with more people"
X Link 2024-11-25T18:55Z [----] followers, [----] engagements

"DeFi might not be dead @ethena fee switch seems to be turned on sooner then people think"
X Link 2024-12-03T17:55Z [----] followers, [----] engagements

"Should @MetaDAOProject sell OTC their $META tokens worth of $500k to @TheiaResearch for the price higher by 14% than the current price This seems like a huge win for @MetaDAOProject.💪"
X Link 2025-01-27T20:19Z [----] followers, [---] engagements

"We finally see some uptick in global liquidity growth👀"
X Link 2025-01-30T15:01Z [----] followers, [----] engagements

"@SkyEcosystem January [----] Update: 💰 Revenue: $35M (3rd best month) 💸 Expenses: $38M (highest ever) 📉 Profit: -$3M (2nd worst month) Sky is currently running at a lossso is that why the price is dropping No. How can I be so sure Because prices dont reflect fundamentals. But if you understand what is going on and take a closer look at whats being built@sparkdotfis SLL @SkyEcosystems rate setter Atlass impact on the space and @RuneKeks upcoming proposals for Surplus & SBEyoull see the bigger picture unfolding. At this point its pretty clearstablecoins are cryptos most successful product to"
X Link 2025-01-31T12:29Z [----] followers, [----] engagements

"If we as an industry allow people to be silenced for sharing their opinions and feedback weve already lost. Many in the @SkyEcosystem community value contributions from @ImperiumPaper and @labsGFX because they provide thoughtful constructive feedback and well-articulated critiques. Every day people ask all kinds of questions on Discord and @ImperiumPaper is usually the one answering them. Few have his level of knowledge about Sky I dont always agree with him but thats exactly what I wantdifferent perspectives that challenge my understanding and thesis. I wish every project had someone like"
X Link 2025-02-19T09:30Z [----] followers, [----] engagements

"People keep saying were in a bear marketbut March told a different story for @CoWSwap. They hit a record $8.8 billion in volume up 160% compared to March last year. 1/2"
X Link 2025-03-31T19:17Z [----] followers, [----] engagements

"But this is what most people miss. Just a year ago CoW Swap held 15% of the DEX aggregator market while 1inch dominated with 40%. Fast forward to today $COW is leading with 42% and 1inch has dropped to 20%. Thats nearly a 3x market share growth for CoW in just one year. Massive"
X Link 2025-03-31T19:17Z [----] followers, [---] engagements

"Go check the onchain data yourself Product improvements are clearly paying off. @CoWSwaps market share has been climbing month after month. In fact both volume and revenue hit all-time highs in March too. https://x.com/m0xt_/status/1906787969719296111 Many people wonder how Cowswap now leads the Ethereum DEX market by volume and retention when trading seems like such a mature vertical that you wouldn't expect this level of upward mobility between players. The simple answer is that the team makes the product slightly better https://x.com/m0xt_/status/1906787969719296111 Many people wonder how"
X Link 2025-04-02T13:52Z [----] followers, [----] engagements

"Fat APP thesis fat PROTOCOL thesis"
X Link 2025-04-07T10:31Z [----] followers, [----] engagements

"The biggest users of DeFi lending are likely to be the issuers of yield-bearing stablecoins. Its actually surprising that this data excludes CDP-based stablecoins like $USDS. If I had to guess @SkyEcosystem could very well become the single largest DeFi user by the end of [----]. https://x.com/m0xt_/status/1907745270537818343 DeFi now comprises 60% of all crypto lending. Incredible progress filling in the void left by the crypto banking crisis in [----]. https://t.co/JCsq1Iw67T https://x.com/m0xt_/status/1907745270537818343 DeFi now comprises 60% of all crypto lending. Incredible progress filling"
X Link 2025-04-14T20:20Z [----] followers, [----] engagements

"Hows your portfolio set up For investors who care about fundamentals this chart should be reflected in your portfolio. You dont need to hold [--] tokens. Just pick the winners in each major sectoror at least the ones youre most bullish on. Make decisions based on data not emotions. Source: @tokenterminal 👏 Fat APP thesis fat PROTOCOL thesis https://t.co/IB4QSAGTVe Fat APP thesis fat PROTOCOL thesis https://t.co/IB4QSAGTVe"
X Link 2025-04-16T09:15Z [----] followers, [----] engagements

"Uniswap Labs is doing just fine$141M in cumulative fees and counting. @Uniswap DAO Not so much. $0 in fees. And now the DAO is spending $UNI to boost Unichain. Win-win situation Maybe not. Where can I long Uniswap Labs and short the DAO"
X Link 2025-04-16T14:18Z [----] followers, [---] engagements

"If I were to launch a startup today it would be something around business intelligence and investor relations dashboards. Today 99% projects don't provide any data nor invest any effort into this at all It should be the norm by now but it is not If you want investors give them the reasons to invest If you have nothing to show then you have work to do Here's a TradFi-friendly view (link in 2nd tweet) with: [--]. Revenue [--]. Cost of revenue (e.g. Base L1 & OP fees Lido NO rev share etc.) [--]. Token incentives (SBC equivalent) [--]. OpEx (Sky only will add Aave next) [--]. Earnings DMs open if you can help"
X Link 2025-04-25T20:25Z [----] followers, [----] engagements

"@sparkdotfi and @SkyEcosystem are still widely misunderstood. But the beauty is they dont need attention or hype. They just need to keep building and shipping and their revenue will continue to grow. Sky will soon enable staking which will distribute 50% of the protocols earnings to stakers essentially functioning as a dividend. Spark is set to eventually launch its $SPK token and many people still only associate it with SparkLend. But SparkLend (fork of Aave) currently makes up just 15% of Sparks total AUM. Very few realize that. think this is still flying under the radar but @sparkdotfi is"
X Link 2025-05-01T08:27Z [----] followers, 17.9K engagements

"Were seeing a clear uptick in activity on Solana whereas Ethereum remains relatively flat for now"
X Link 2025-05-02T19:40Z [----] followers, [----] engagements

"Every crypto investor should consider holding $SKY. I reviewed the Cloud 100an annual ranking of the worlds top [---] private internet startups and their key metrics. Its probably the best way to get a feel for how these cutting-edge companies are valued. TL;DR: $SKY is massively undervalued However investors job is to look ahead but the outlook for @SkyEcosystem has never been brighter. I believe adjusted revenues could reach $500 million to $1 billion over the next three years. And even though its the best-performing asset year-to-date it remains overlooked and misunderstood. Thats the"
X Link 2025-05-15T11:40Z [----] followers, [----] engagements

"I just finished the report on @SkyEcosystem. I aimed to keep it concise but it still ended up at [--] pages because theres so much ground to cover. I highlighted their current business model all the recent updates upcoming catalysts including @sparkdotfi TGE and key challenges on the horizon. But honestly its hard to find a better risk-reward setup in the market right now. TLDR: Sky is fast becoming the yield layer of crypto and leading the way in how yield is generated and distributed. I added two diagrams here below to better illustrate how Sky is also aligning with the growing trend of"
X Link 2025-05-26T09:34Z [----] followers, [----] engagements

"@sparkdotfi is on fire managing over $3.2 billion through their SLL. And theyre pulling in around $150 million in annualized revenue. But here's the twist: Is that revenue really @sparkdotfi or does it actually belong to @SkyEcosystem If you check Skys dashboard theyre claiming those earnings too. Every Star including Spark has to pay a stability fee to Sky for all the liquidity they borrow. That fee isnt live yet but its already set for Spark at 3.78% . That means Spark might only keep around 20% of that revenue (assuming they make 4.5% on average) that would translate to $30M and the rest"
X Link 2025-05-27T11:23Z [----] followers, [----] engagements

"Maybe theres a reason why $SYRUP is up 186.8% over the last [--] days.👀"
X Link 2025-05-29T11:55Z [----] followers, [----] engagements

"Spark takes the lead again making up 60% of Sky's revenue A lot of people still dont really get how @sparkdotfi and @SkyEcosystem are connected. @RuneKek mentioned that about four new stars are launching this year but honestly I dont think theyll shake up the revenue split much in the short or mid term. Long term though things are definitely going to get more diverse. The more competition there is the better the results for Sky thats the game Skys playing. Right now Spark is still leading the way and with yields climbing it could be pulling in the higher hundreds of millions for Sky in just a"
X Link 2025-06-19T12:42Z [----] followers, [----] engagements

"Whats a fair price for $CRCL Right now @circle looks pretty expensive. Its trading at a similar price-to-earnings (PE) ratio as @Tesla and thats saying something. But the real question is: can Circle actually grow its market share and keep costs in check Do they have any real edge thatll last Im not as bullish on their future compared to something like Tesla or Sky. When you line up the numbers next to @SkyEcosystem (another stablecoin issuer with a liquid token) Sky actually looks better on a lot of key financial metrics. Of course this kind of side-by-side snapshot only tells part of the"
X Link 2025-06-23T09:44Z [----] followers, [----] engagements

"What if altcoin season is already here Just not the kind everyone was expecting. The usual flow looks like this: Liquidity Bitcoin Altcoins. But what if things are playing out differently this time Think: Regulatory clarity and support Fintechs DeFi. Do we still need a surge in liquidity and Bitcoin to see these assets outperform Maybe not.🤔 Its starting to feel like a lot of people were caught off guard and now theyre rushing to get a piece of the blockchain revolution thats set to change the game across the board. Im pretty sure you can spot what the top [--] performers on the chart below"
X Link 2025-06-25T08:19Z [----] followers, [----] engagements

"The two biggest asset managers on Morpho have already launched as Stars in the @SkyEcosystem. I expect to see more of them follow suit. This is ultimately the end game for any serious asset manager in the space. Btw this is super bullish for $SKY👏 🌳 Introducing @grovedotfinance - a new Star in the @skyecosystem Steakhouse Financial is building Grove an institutional-grade credit platform to unlock USDS's full potential by bridging DeFi and traditional finance https://t.co/73jY3WuSif 🌳 Introducing @grovedotfinance - a new Star in the @skyecosystem Steakhouse Financial is building Grove an"
X Link 2025-06-25T13:30Z [----] followers, [----] engagements

"People are seriously underestimating how big this is. @grovedotfinance is bringing tokenized private credit to the @SkyEcosystem. Thats a game-changer. Why does it matter It opens up a new source of yield that isnt tied to crypto or U.S. Treasuries. Its built to scale. Big time. Youve probably heard of BlackRocks BUIDL ETF. Its yield comes from U.S. Treasuries which move with Fed interest rates. Thats fine until rates drop. Now picture something similar but instead of public debt it taps into private credit. Even better It doesnt take on that risk directly. Instead it invests in AAA-rated"
X Link 2025-06-26T11:13Z [----] followers, 20.3K engagements

"Sky was the first to launch a decentralized stablecoin. Sky was the first to bring U.S. Treasuries onchain. Sky was the first to introduce yield-bearing stablecoin. . Sky is the first to bring private credit onchain. The ticker is $SKY People are seriously underestimating how big this is. @grovedotfinance is bringing tokenized private credit to the @SkyEcosystem. Thats a game-changer. Why does it matter It opens up a new source of yield that isnt tied to crypto or U.S. Treasuries. Its built to scale. https://t.co/sV4j3f05L7 People are seriously underestimating how big this is."
X Link 2025-06-26T11:17Z [----] followers, 14.2K engagements

"Bullish on $ETH Then you should be bullish on $LDO too. Heres why: @LidoFinance earns its revenue in $ETH but it also pays out a chunk of that to validators (around 50%) which means both income and cost of revenue rise with ETHs price. But heres the kicker: not all costs rise with $ETH. Liquidity and operating expenses are more or less fixed. Over the past [--] years: - liquidity costs have averaged around $13.5M per year - and operating expenses have averaged about $40M (lets assume $50M going forward to be conservative). So if $ETH keeps climbing and Lidos supply stays flat its still on track"
X Link 2025-07-01T09:18Z [----] followers, [----] engagements

"The fact that talks from @tkstanczak or @drakefjustin at ETHCC only have around [------] views on YouTube says it all. Were still very early"
X Link 2025-07-05T15:40Z [----] followers, 10.7K engagements

"Another big issue in crypto We dont have clear standard metrics and worse we often mix them up. Take @DefiLlama for example. They define Skys revenues as: "Fees collected minus savings paid to DSR users and operating costs." But thats not revenue. Thats earnings. Revenue = total money in Earnings = revenue minus all expenses (what the company keeps) But even just in terms of revenue heres where it gets tricky: Theres gross revenue and net revenue. The difference Its all about the cost of revenue. It is the cut that other participants take before the protocol gets its share. Heres how that"
X Link 2025-07-08T08:04Z [----] followers, [----] engagements

"At $3650/$ETH @LidoFinance is running at $14M in net profits. $ETH up = Lido up = $LDO up At $3050/$ETH @LidoFinance is back in the green: now running at $5M in net profits. $ETH up = Lido up = $LDO up At $3050/$ETH @LidoFinance is back in the green: now running at $5M in net profits. $ETH up = Lido up = $LDO up"
X Link 2025-07-18T07:44Z [----] followers, 11.3K engagements

"I love @sparkdotfi but at current levels it feels seriously overpriced. With $SPK trading at $0.14 that puts its FDV at around $1.4B. Sure Spark is one of the few apps with clear PMF and real revenues but there are a couple of things the market seems to be missing. [--]. Spark vs Sky Revenue Split If you look at Sparks official dashboard it shows $244M in annualized revenue. Sounds great right But heres the catch: most of that revenue actually flows to Sky not Spark. Why Because Spark operates using capital that @SkyEcosystem "allocates" to it. Spark is essentially borrowing capital from Sky to"
X Link 2025-07-24T11:40Z [----] followers, [----] engagements

"Looking at @pumpdotfuns performance last month they were running at an annualized revenue of just $184M in July This is their lowest level since April [----] What if all the bears are right and $PUMP is headed to zero🥺"
X Link 2025-08-01T08:20Z [----] followers, [----] engagements

"Skys FDV is sitting at $2.5B. When we look at their treasury its mostly made up of $SPK (though not fully liquid) but it's currently worth around $900M. PS: the @grovedotfinance token is being added soon which could push the treasury past $1B as Sky will own about 65% of total supply. But even today @SkyEcosystem is pulling in about $440M in annualized revenue. But we can take it a step further: After deducting all costs and expenses the net profit comes out to around $200M. @RuneKek said that he expects fixed costs to drop by $7090M by the end of the year which would boost profitability even"
X Link 2025-08-04T10:52Z [----] followers, [----] engagements

"$PUMP is sooo back Looking at @pumpdotfuns performance last month they were running at an annualized revenue of just $184M in July This is their lowest level since April [----] What if all the bears are right and $PUMP is headed to zero🥺 https://t.co/uchHctW8Ux Looking at @pumpdotfuns performance last month they were running at an annualized revenue of just $184M in July This is their lowest level since April [----] What if all the bears are right and $PUMP is headed to zero🥺 https://t.co/uchHctW8Ux"
X Link 2025-08-07T07:49Z [----] followers, [----] engagements

"I believe the discussion shouldn't be limited to absolute figureswhether $COW emissions are net negative or not. The core issue lies in overlooking the broader dynamics at play which currently do not favor the @CoWSwap imo. These dynamics raise fundamental questions about the appropriateness of using the $COW token as the accounting unit for solver compensation in the first place. Further context and discussion can be found here: https://forum.cow.fi/t/use-of-cow-in-protocol-economics/3139u=m0xt 📢 CoWmunity update: It's been just over a year since the Treasury Team started executing $COW"
X Link 2025-08-25T19:12Z [----] followers, [----] engagements

"Many still sleep on @sparkdotfi and thats a mistake. Theyve built a robust infrastructure for scalable onchain yield generation with strong risk management. This isnt something new players can replicate overnight. And as onchain yields rebound their AUM and revenue are poised to grow significantly. For a protocol generating $60M in ARR a $1B market cap wouldnt be unreasonable. Even after accounting for the next [--] months of token dilution the fully adjusted market cap is just $250M. It suggests $SPK is wildly mispriced"
X Link 2025-08-31T10:43Z [----] followers, [----] engagements

"August was @JupiterExchanges second-best month ever for revenue hitting an annualized run rate of $337 million. Despite that revenue multiples are still low at around [--]. But with growth picking up again and recent launch of Jupiter Lend there's a real case to be made that $JUP could be undervalued"
X Link 2025-09-01T11:08Z [----] followers, [----] engagements

"To ale nezohleduje 1) akceleraci rstu M2 2) akceleraci rstu margin firem 2) rostouc zjem o akciov investovn 3) rostouc dostupnost akciovch trh nap svtem. Historick data jsou dobr ale jejich relevance do budoucna je mn a mn relevantn. Za [--] let bude trh vypadat dost odlin imo"
X Link 2025-09-03T06:12Z [----] followers, [----] engagements

"I shared my bull thesis on $GLXY a few weeks back but didnt account for a potential consumer app. If thats in play upside targets likely need to be revised higher. $GLXY And there it is. GALAXYONE New Trademark pending New "Fat App" incoming https://t.co/7orruqM5pf $GLXY And there it is. GALAXYONE New Trademark pending New "Fat App" incoming https://t.co/7orruqM5pf"
X Link 2025-09-12T10:58Z [----] followers, [----] engagements

"Solana stablecoins are on fire with a 17% jump MoM in September"
X Link 2025-10-02T09:20Z [----] followers, [----] engagements

"Rev multiples for $COW are the lowest since April"
X Link 2025-10-02T12:59Z [----] followers, [----] engagements

"The Feds dot plot points to 3.4% rates by end-2026. DeFi rates move inversely. Meaning @SkyEcosystem could likely offer 8%+ yields at scale by then. With diversified yield sources risk-tranching and incentives driving adoption its hard to see Skys savings supply not growing meaningfully from here"
X Link 2025-10-10T09:43Z [----] followers, [----] engagements

"The way Saylor securitized Bitcoin. @SkyEcosystem is about to do the same for credit risk. Few"
X Link 2025-10-10T10:08Z [----] followers, [---] engagements

"Stock tokenization is the next 100x trend. Make sure youre positioned for it"
X Link 2025-10-17T09:57Z [----] followers, [----] engagements

"Supply is up price is down. At this rate @SkyEcosystem is on track to buy back and redistribute about 9% of its circulating supply over the next year all going to $SKY stakers. Feels like only the diamond hands are left. and were not selling any of those unless we see a 10x move"
X Link 2025-11-03T18:59Z [----] followers, [----] engagements

"If you want to see all the key metrics for a publicly traded company just go to their website and open the Investor Relations section everythings there. But if youre trying to dig into a crypto-native company Good luck. We need to do much better on the investor relations front. We need to do much better on the investor relations front. Otherwise well stay a niche for crypto nerds and get eaten alive by Web2 companies that actually understand how the game is played"
X Link 2025-11-06T13:15Z [----] followers, [----] engagements

"@LordTylerWard @tbr90 I bought $OHM in [----] for lower than the scrap value of the code on their Github"
X Link 2022-03-07T15:15Z [----] followers, [--] engagements

"Are people starting to pay attention to fundamentals We saw a great pump for @aavewill @CoWSwap be the next DeFi project to surge $COW +10% vs ETH today 👀"
X Link 2024-09-12T09:26Z [----] followers, [----] engagements

"🚀 Another record month for @CoWSwap 👏 Revenue Growth: January 2024: [--] $ETH January 2025: [---] $ETH - 📈 37x increase Price Surge: January 2024: $0.23 January 2025: $0.69 - 📈 3x increase However due to broader market conditions prices have pulled back and $COW is now trading at $0.41. 📉 Overall its still not profitable when factoring in development costs operational expenses and solver incentivesbut its getting closer every day💪"
X Link 2025-02-05T13:17Z [----] followers, [----] engagements

"Robinhood processes just 20% of Raydiums daily volume while operating with 110x more employees. - Raydium: $250M in trading volume per employee - Robinhood: $430K in trading volume per employee 👉 That makes Raydium 580x more efficient than Robinhood. This is exactly what @TheiaResearch keeps saying over and over. PS: not apples to apples but you got the point"
X Link 2025-03-05T12:35Z [----] followers, [---] engagements

"$ETH has only one problem. Nobody knows how to value its services today or in the future. And Id argue that Ethereums services arent commodities - giving it genuinely strong pricing power. However with all the changes happening right now Ethereum is stepping into a whole new era and its looking more promising than ever. The shift from a purely research-focused organization to a product-driven one built to meet the demands of institutions and real-world applications marks a major evolution for Ethereum. And Ethereum isnt just about blockchain tech anymore its about creating a future-proof"
X Link 2025-04-22T08:45Z [----] followers, [----] engagements

"Glad to see another Star joining @SkyEcosystem. Sky (through stars) goes wherever opportunity lives. And with each new star it grows stronger. But the launches are only speeding up. Never underestimate competition: Its the ultimate force driving markets to their best outcomes. Today we announce Keel. Purpose-built to scale DeFi and Tokenized Asset Markets on @Solana and empowered by @SkyEcosystem: https://t.co/QSFDIkAM4j Today we announce Keel. Purpose-built to scale DeFi and Tokenized Asset Markets on @Solana and empowered by @SkyEcosystem: https://t.co/QSFDIkAM4j"
X Link 2025-09-30T11:04Z [----] followers, [----] engagements

"Props to everyone who's still here and keeping their eyes on the bigger picture since it hasnt changed at all. It doesnt matter if your favorite crypto account is calling the top if big BTC whales are selling or if theres a bearish divergence on the charts. What really matters is the macro picture and more specifically liquidity. Thats whats going to drive the next big revaluation of this entire space. Own assets or be left behind: Still not convinced of our view The US government is about to hand out $400+ BILLION in stimulus payments for the first time since [----]. Meanwhile the Fed is"
X Link 2025-11-10T09:13Z [----] followers, [---] engagements

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