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![Next100Baggers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1760732748925263872.png) Next XXX Baggers [@Next100Baggers](/creator/twitter/Next100Baggers) on x 5769 followers
Created: 2025-07-16 12:07:23 UTC

Nice base, but the handle investors need to watch isn’t on the chart, it’s on the income statement.

X things that make / break the $XXX roadmap:

1) Reg & fee pressure: SEC path + spot ETF trading spreads compressing take rates = key swing factor.
2) Mix shift: More staking, subscription & infra revenue = multiple support; still <30% of revs, needs to scale.
3) Crypto cycle beta: Pattern works if onchain volumes stay >prior cycle highs; below $XXX avg daily rev runrate, technicals stall.

Trading plan: Above $XXX = trend intact; <$300 = failed breakout risk; long term invalidation back under $XXX (handle low).


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945455218415604196/c:line.svg)

**Related Topics**
[beta](/topic/beta)
[infra](/topic/infra)
[subscription](/topic/subscription)
[staking](/topic/staking)
[rates](/topic/rates)
[fund manager](/topic/fund-manager)
[roadmap](/topic/roadmap)
[balance sheet](/topic/balance-sheet)

[Post Link](https://x.com/Next100Baggers/status/1945455218415604196)

[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.]

Next100Baggers Avatar Next XXX Baggers @Next100Baggers on x 5769 followers Created: 2025-07-16 12:07:23 UTC

Nice base, but the handle investors need to watch isn’t on the chart, it’s on the income statement.

X things that make / break the $XXX roadmap:

  1. Reg & fee pressure: SEC path + spot ETF trading spreads compressing take rates = key swing factor.
  2. Mix shift: More staking, subscription & infra revenue = multiple support; still <30% of revs, needs to scale.
  3. Crypto cycle beta: Pattern works if onchain volumes stay >prior cycle highs; below $XXX avg daily rev runrate, technicals stall.

Trading plan: Above $XXX = trend intact; <$300 = failed breakout risk; long term invalidation back under $XXX (handle low).

XXXXX engagements

Engagements Line Chart

Related Topics beta infra subscription staking rates fund manager roadmap balance sheet

Post Link

post/tweet::1945455218415604196
/post/tweet::1945455218415604196