[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.] [@m0xt_](/creator/twitter/m0xt_) "At $3650/$ETH @LidoFinance is running at $14M in net profits. $ETH up = Lido up = $LDO up"  [@m0xt_](/creator/x/m0xt_) on [X](/post/tweet/1946113847040827456) 2025-07-18 07:44:32 UTC 1345 followers, 1887 engagements "We say that the traditional stock market is quite efficient. But is it really The median premium for these digital asset treasuries is 2.6x. How do you underwrite these assets I guess it comes down to the team's ability to grow NAV per share. And as with any industry I expect excess returns to attract competition which naturally drives down both returns and the premium"  [@m0xt_](/creator/x/m0xt_) on [X](/post/tweet/1943283448526909572) 2025-07-10 12:17:33 UTC 1339 followers, XXX engagements "Here's a chart showing $LDO compared to $ETH. Yes it looks pretty bad right nowI get that. But here's the thing: I could show you very similar ugly charts from the past for projects like $AAVE or $MKR. And guess what Today those same projects are some of the strongest performers this year. It's tempting and easy to judge a project just by how its price has done lately. But if you do that you're just thinking like everyone else out there. Real alpha comes from looking deeper and understanding what's actually going on here. So let's break down why $LDO's price took a big hit: - There were huge"  [@m0xt_](/creator/x/m0xt_) on [X](/post/tweet/1941215102889492586) 2025-07-04 19:18:41 UTC 1341 followers, 2616 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 X 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"  [@m0xt_](/creator/x/m0xt_) on [X](/post/tweet/1939976826912116936) 2025-07-01 09:18:13 UTC 1340 followers, 9004 engagements "In the last XX days: 📈 590K $ETH bought by DATs 🏦 760K $ETH bought by ETFs 🧱 1.54M $ETH staked Thats 2.89M $ETH removed from circulation. If this pace keeps up we're looking at 23.1M $ETH in a year nearly XX% of total supply. A supply shock is inevitable.🚀"  [@m0xt_](/creator/x/m0xt_) on [X](/post/tweet/1945196997788516353) 2025-07-15 19:01:18 UTC 1336 followers, XXX engagements "At $3050/$ETH @LidoFinance is back in the green: now running at $5M in net profits. $ETH up = Lido up = $LDO up"  [@m0xt_](/creator/x/m0xt_) on [X](/post/tweet/1944702265450782854) 2025-07-14 10:15:25 UTC 1345 followers, 4033 engagements "@CoWSwap is one of my favorite crypto projects. They just expanded to Avalanche and Polygon. Even though I believe most of their users are still on Ethereum Mainnet and that should stay the focus I started to wonder how much these expansions are actually costing the DAO. I couldnt get exact reward breakdowns per chain (since payouts happen on Mainnet) but I found something even more concerning. Theres a direct link between protocol profitability and the $COW token price. Solvers get a fixed amount of $COW which means as the token price goes up so do the DAOs costs. Cow Protocol is profitable"  [@m0xt_](/creator/x/m0xt_) on [X](/post/tweet/1945068926724931789) 2025-07-15 10:32:24 UTC 1345 followers, 1629 engagements "@Tiza4ThePeople @LidoFinance Can they grow their earnings by not doing more🤔"  [@m0xt_](/creator/x/m0xt_) on [X](/post/tweet/1946220542152880228) 2025-07-18 14:48:30 UTC 1339 followers, XX 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.]
@m0xt_
"At $3650/$ETH @LidoFinance is running at $14M in net profits. $ETH up = Lido up = $LDO up"
@m0xt_ on X 2025-07-18 07:44:32 UTC 1345 followers, 1887 engagements
"We say that the traditional stock market is quite efficient. But is it really The median premium for these digital asset treasuries is 2.6x. How do you underwrite these assets I guess it comes down to the team's ability to grow NAV per share. And as with any industry I expect excess returns to attract competition which naturally drives down both returns and the premium" @m0xt_ on X 2025-07-10 12:17:33 UTC 1339 followers, XXX engagements
"Here's a chart showing $LDO compared to $ETH. Yes it looks pretty bad right nowI get that. But here's the thing: I could show you very similar ugly charts from the past for projects like $AAVE or $MKR. And guess what Today those same projects are some of the strongest performers this year. It's tempting and easy to judge a project just by how its price has done lately. But if you do that you're just thinking like everyone else out there. Real alpha comes from looking deeper and understanding what's actually going on here. So let's break down why $LDO's price took a big hit: - There were huge" @m0xt_ on X 2025-07-04 19:18:41 UTC 1341 followers, 2616 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 X 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" @m0xt_ on X 2025-07-01 09:18:13 UTC 1340 followers, 9004 engagements
"In the last XX days: 📈 590K $ETH bought by DATs 🏦 760K $ETH bought by ETFs 🧱 1.54M $ETH staked Thats 2.89M $ETH removed from circulation. If this pace keeps up we're looking at 23.1M $ETH in a year nearly XX% of total supply. A supply shock is inevitable.🚀" @m0xt_ on X 2025-07-15 19:01:18 UTC 1336 followers, XXX engagements
"At $3050/$ETH @LidoFinance is back in the green: now running at $5M in net profits. $ETH up = Lido up = $LDO up" @m0xt_ on X 2025-07-14 10:15:25 UTC 1345 followers, 4033 engagements
"@CoWSwap is one of my favorite crypto projects. They just expanded to Avalanche and Polygon. Even though I believe most of their users are still on Ethereum Mainnet and that should stay the focus I started to wonder how much these expansions are actually costing the DAO. I couldnt get exact reward breakdowns per chain (since payouts happen on Mainnet) but I found something even more concerning. Theres a direct link between protocol profitability and the $COW token price. Solvers get a fixed amount of $COW which means as the token price goes up so do the DAOs costs. Cow Protocol is profitable" @m0xt_ on X 2025-07-15 10:32:24 UTC 1345 followers, 1629 engagements
"@Tiza4ThePeople @LidoFinance Can they grow their earnings by not doing more🤔" @m0xt_ on X 2025-07-18 14:48:30 UTC 1339 followers, XX engagements