LunarCrush LLM | creator/twitter::560510883/posts

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[@Baptoshi](/creator/twitter/Baptoshi)
"One of the boldest tokenomic experiments since Curves veToken model or OlympusDAOs bonding. But assume at $1B AUM X% yield XX% to buybacks: $20M/yr buyback budget. At avg FT price $XXXX retire 400M FT/yr (4% of 10B). At $XXXX 200M FT/yr (2%). At $XXXX 100M FT/yr (1%). Takeaway: Early-stage buyback percentage impact is meaningful only if FT trades cheap. As price rises (success) buybacks retire less supply Also ftUSD engaging in active delta-neutral strategies may be classified as a security no"  
[X Link](https://x.com/Baptoshi/status/1972901572511236208) [@Baptoshi](/creator/x/Baptoshi) 2025-09-30T05:49Z 1283 followers, XXX 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.]

@Baptoshi "One of the boldest tokenomic experiments since Curves veToken model or OlympusDAOs bonding. But assume at $1B AUM X% yield XX% to buybacks: $20M/yr buyback budget. At avg FT price $XXXX retire 400M FT/yr (4% of 10B). At $XXXX 200M FT/yr (2%). At $XXXX 100M FT/yr (1%). Takeaway: Early-stage buyback percentage impact is meaningful only if FT trades cheap. As price rises (success) buybacks retire less supply Also ftUSD engaging in active delta-neutral strategies may be classified as a security no"
X Link @Baptoshi 2025-09-30T05:49Z 1283 followers, XXX engagements