[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@TheiaResearch](/creator/twitter/TheiaResearch) "some charts are too good to ignore. This one shows us the AMM market has changed forever. Passive AMMs have not been able to win aggregator share since prop AMMs started competing. IMO Passive AMMs will need to focus on less liquid long tail tokens and frontends to adapt" [X Link](https://x.com/TheiaResearch/status/1978900435227545879) [@TheiaResearch](/creator/x/TheiaResearch) 2025-10-16T19:06Z 9106 followers, 12.7K engagements "MetaDAO solves the Token Problem Why have there been so many false starts in the history of Internet Capital Markets There have been brief periods where teams have been able to raise funds onchain (e.g. 2017 2020 2025) but we still find ourselves living in analog capital markets with term sheets and negotiated raises even for onchain businesses. We certainly don't have true Internet Capital Markets where millions of global businesses are raising money directly on the Internet instead of through their local capital markets regardless of how broken expensive and inefficient these local capital" [X Link](https://x.com/TheiaResearch/status/1974891037832458300) [@TheiaResearch](/creator/x/TheiaResearch) 2025-10-05T17:34Z 9105 followers, 102.4K engagements "read this on the AI capex bubble basic math: - $400B of CapEx (2025) - 10Y depreciation = $40B p.a. - XX% margin on AI Revenue - You need $480B of AI Revenue to earn a XX% ROI on CapEx for reference Microsoft Office XXX + Netflix = $135B of revenue" [X Link](https://x.com/TheiaResearch/status/1978908532339806399) [@TheiaResearch](/creator/x/TheiaResearch) 2025-10-16T19:38Z 9106 followers, 11.5K engagements "Pump should relaunch on MetaDAO - contribute all cash to a closed ICO raise - distribute ICO ownership tokens to Pump tokenholders pro rata - link up revenue to a treasury controlled by Futarchy I believe this would trade at a higher valuation than Pumps existing token on day one. Right now Pump trades at a discount because outsiders like me dont know exactly what is going on with the cash raised / how much of the revenue will go to buybacks vs equity going forward. You may believe this is not an issue at all (and you may be completely right The point is that I dont know) but I promise the" [X Link](https://x.com/TheiaResearch/status/1979164216201277548) [@TheiaResearch](/creator/x/TheiaResearch) 2025-10-17T12:34Z 9107 followers, 41.2K engagements "@Marco_112358 XXX% this is not for long tail" [X Link](https://x.com/TheiaResearch/status/1978908649293582655) [@TheiaResearch](/creator/x/TheiaResearch) 2025-10-16T19:39Z 9080 followers, XXX engagements "@bgilliam1982 how do they get to $1T I am a top X% LLM customer right now (literally obsessed with them) and pay $XXX a year counting the ChatGPT Pro I share with X other people" [X Link](https://x.com/TheiaResearch/status/1978935636363973103) [@TheiaResearch](/creator/x/TheiaResearch) 2025-10-16T21:26Z 9080 followers, XXX engagements "Visa / Mastercard are the easiest way to onboard onto payment rails today so Phantom EtherFi etc. partner with them eventually stablecoins will be prevalent enough where you can skip the XXX% interchange fee and pay direct to wallet (fintech valuations -XX% when that happens)" [X Link](https://x.com/TheiaResearch/status/1976294447630647490) [@TheiaResearch](/creator/x/TheiaResearch) 2025-10-09T14:31Z 9091 followers, 28.4K engagements "@0xTulipKing Check out Houdini Swap" [X Link](https://x.com/TheiaResearch/status/1976362217806467371) [@TheiaResearch](/creator/x/TheiaResearch) 2025-10-09T19:00Z 9092 followers, 1274 engagements "Welcome to Internet Capital Markets on MetaDAO" [X Link](https://x.com/TheiaResearch/status/1976631950631911794) [@TheiaResearch](/creator/x/TheiaResearch) 2025-10-10T12:52Z 9091 followers, 12K engagements "MetaDAO - "Internet Capital Markets but your tokens don't go to 0" Let the golden age of Internet Capital Market begin" [X Link](https://x.com/TheiaResearch/status/1979209566794715438) [@TheiaResearch](/creator/x/TheiaResearch) 2025-10-17T15:35Z 9092 followers, 5233 engagements "Goodbye give money to a stranger on the Internet coins and hello ownership coins. Capital markets will reward you for raising on MetaDAO" [X Link](https://x.com/TheiaResearch/status/1979584097748971658) [@TheiaResearch](/creator/x/TheiaResearch) 2025-10-18T16:23Z 9106 followers, 8054 engagements "Ill be trading yes in this. MetaDAO needs additional funds to seize the moment and grow the business quickly and I trust Prophet to strike the best deal available on the market" [X Link](https://x.com/TheiaResearch/status/1978590364496773301) [@TheiaResearch](/creator/x/TheiaResearch) 2025-10-15T22:34Z 9103 followers, 8508 engagements "One of our companies is looking to hire a soon-to-be legendary Solana DeFi Researcher. Think Helius Blog but exclusively DeFi. Main requirement is you need to be basically single-mindedly obsessed with DeFi and Solana DeFi. If you spend time thinking about movies sports love etc. then this role is not for you. The job is remote but only European timezone and will pay pretty well. Your job will be writing a few essays about Solana DeFi each month. Honestly seems like a pretty good life. If you are interested send me a tweet or article you have written about DeFi *prior to today* that proves" [X Link](https://x.com/TheiaResearch/status/1979212100355658099) [@TheiaResearch](/creator/x/TheiaResearch) 2025-10-17T15:45Z 9106 followers, 8158 engagements "The Token Rug Problem is holding back Internet Capital Markets and it will put an end to our entire industry if we don't put an end to it. We need public buyers to make money in Internet Capital Markets and that will only happen if public buyers have tokenholder protections" [X Link](https://x.com/TheiaResearch/status/1980272651584303278) [@TheiaResearch](/creator/x/TheiaResearch) 2025-10-20T13:59Z 9107 followers, 3068 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@TheiaResearch
"some charts are too good to ignore. This one shows us the AMM market has changed forever. Passive AMMs have not been able to win aggregator share since prop AMMs started competing. IMO Passive AMMs will need to focus on less liquid long tail tokens and frontends to adapt"
X Link @TheiaResearch 2025-10-16T19:06Z 9106 followers, 12.7K engagements
"MetaDAO solves the Token Problem Why have there been so many false starts in the history of Internet Capital Markets There have been brief periods where teams have been able to raise funds onchain (e.g. 2017 2020 2025) but we still find ourselves living in analog capital markets with term sheets and negotiated raises even for onchain businesses. We certainly don't have true Internet Capital Markets where millions of global businesses are raising money directly on the Internet instead of through their local capital markets regardless of how broken expensive and inefficient these local capital"
X Link @TheiaResearch 2025-10-05T17:34Z 9105 followers, 102.4K engagements
"read this on the AI capex bubble basic math: - $400B of CapEx (2025) - 10Y depreciation = $40B p.a. - XX% margin on AI Revenue - You need $480B of AI Revenue to earn a XX% ROI on CapEx for reference Microsoft Office XXX + Netflix = $135B of revenue"
X Link @TheiaResearch 2025-10-16T19:38Z 9106 followers, 11.5K engagements
"Pump should relaunch on MetaDAO - contribute all cash to a closed ICO raise - distribute ICO ownership tokens to Pump tokenholders pro rata - link up revenue to a treasury controlled by Futarchy I believe this would trade at a higher valuation than Pumps existing token on day one. Right now Pump trades at a discount because outsiders like me dont know exactly what is going on with the cash raised / how much of the revenue will go to buybacks vs equity going forward. You may believe this is not an issue at all (and you may be completely right The point is that I dont know) but I promise the"
X Link @TheiaResearch 2025-10-17T12:34Z 9107 followers, 41.2K engagements
"@Marco_112358 XXX% this is not for long tail"
X Link @TheiaResearch 2025-10-16T19:39Z 9080 followers, XXX engagements
"@bgilliam1982 how do they get to $1T I am a top X% LLM customer right now (literally obsessed with them) and pay $XXX a year counting the ChatGPT Pro I share with X other people"
X Link @TheiaResearch 2025-10-16T21:26Z 9080 followers, XXX engagements
"Visa / Mastercard are the easiest way to onboard onto payment rails today so Phantom EtherFi etc. partner with them eventually stablecoins will be prevalent enough where you can skip the XXX% interchange fee and pay direct to wallet (fintech valuations -XX% when that happens)"
X Link @TheiaResearch 2025-10-09T14:31Z 9091 followers, 28.4K engagements
"@0xTulipKing Check out Houdini Swap"
X Link @TheiaResearch 2025-10-09T19:00Z 9092 followers, 1274 engagements
"Welcome to Internet Capital Markets on MetaDAO"
X Link @TheiaResearch 2025-10-10T12:52Z 9091 followers, 12K engagements
"MetaDAO - "Internet Capital Markets but your tokens don't go to 0" Let the golden age of Internet Capital Market begin"
X Link @TheiaResearch 2025-10-17T15:35Z 9092 followers, 5233 engagements
"Goodbye give money to a stranger on the Internet coins and hello ownership coins. Capital markets will reward you for raising on MetaDAO"
X Link @TheiaResearch 2025-10-18T16:23Z 9106 followers, 8054 engagements
"Ill be trading yes in this. MetaDAO needs additional funds to seize the moment and grow the business quickly and I trust Prophet to strike the best deal available on the market"
X Link @TheiaResearch 2025-10-15T22:34Z 9103 followers, 8508 engagements
"One of our companies is looking to hire a soon-to-be legendary Solana DeFi Researcher. Think Helius Blog but exclusively DeFi. Main requirement is you need to be basically single-mindedly obsessed with DeFi and Solana DeFi. If you spend time thinking about movies sports love etc. then this role is not for you. The job is remote but only European timezone and will pay pretty well. Your job will be writing a few essays about Solana DeFi each month. Honestly seems like a pretty good life. If you are interested send me a tweet or article you have written about DeFi prior to today that proves"
X Link @TheiaResearch 2025-10-17T15:45Z 9106 followers, 8158 engagements
"The Token Rug Problem is holding back Internet Capital Markets and it will put an end to our entire industry if we don't put an end to it. We need public buyers to make money in Internet Capital Markets and that will only happen if public buyers have tokenholder protections"
X Link @TheiaResearch 2025-10-20T13:59Z 9107 followers, 3068 engagements
/creator/twitter::1511793131884318720/posts