[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.]

![Bitcoineo Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1260896975941181440.png) Bitcoineo 🎲 [@Bitcoineo](/creator/twitter/Bitcoineo) on x 7642 followers
Created: 2025-06-14 12:43:26 UTC

I really wanted to be bullish on $SHFL because it checks multiple investing criteria:

☑︎ Clear, proven PMF (24/7 casino)
☑︎ Value accrual directly to token holders (via lottery)
☑︎ Smart & hungry founders

But, I checked tokenomics & unlocks:
After analysing withdrawals from @shufflecom, it seems the team is willing to stake their vested $SHFL into the Lottery instead of dumping.

This sends a strong signal, but is it bullish $SHFL? I'm not sure. It could initiate a vicious circle:

Team stakes $SHFL in Lottery → Lower lottery APR → Retail sells → Fewer WAUs as the Lottery is the core element of Shuffle → Lower fees & lottery APR...

Not to mention, the team still has tokens they could dump someday.

Imo, this prevents $SHFL from becoming a quality defensive asset for now.

Better to sit on our hands and wait for further unlocks (post-September 2026) to see where it goes.
Imo, if you're looking for proper quality defensive assets, buy $XAUt / $BTC / $MKR.

If you want to buy promising tokens with supply overhang, go for $ENA / $HYPE.

Otherwise, just buy $AAVE / $PENDLE.

![](https://pbs.twimg.com/media/GtZ0nc2W4AAX0Px.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1933867880774299903/c:line.svg)

**Related Topics**
[shufflecom](/topic/shufflecom)
[holders](/topic/holders)
[token](/topic/token)
[investment](/topic/investment)
[$shfl](/topic/$shfl)
[coins gambling](/topic/coins-gambling)

[Post Link](https://x.com/Bitcoineo/status/1933867880774299903)