[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.]  Le Chiffre [@LeChiffreZK](/creator/twitter/LeChiffreZK) on x 6516 followers Created: 2025-07-18 17:41:39 UTC LINEA TOKENOMICS. Everyone is hyped right now around Ethereum and Linea, for good reason! It's way more exciting than a few months ago when we talk about @LineaBuild, as we can finally connecting the dots. As I said before: "Let 'em cook, we'll be positively surprised" But I want to make one thing very clear: I really don't want to harm Linea's team communication. What I'm going to say is purely fictional and I don't have any insider information. Please don't screenshot this and say "tokenomics leaks". Nobody knows anything about the repartition of the token, even CEXs as we saw it yesterday. I'll split my thoughts into X parts: → The first part is based on facts: public info I’m sure about → The second part is to connecting the dots to make a narration. It could be true or totally wrong. __________________________________________ FIRST PART: What we knows → We already know that Linea's tokenomics will be very different from any other L2. → Joe used the Saylor strategy with SBET, but this time with ETH. The main difference is: BTC is a non-productive asset, ETH generates yield. → Linea is a public good → Linea is Ethereum - in terms of values and tech → Both ETH and Linea will benefit from this tokenomics → Linea will be the gateway for institutions into Ethereum DeFi → No investor unlock = no sell pressure (like single every huge funded L2s) → Right now, all L2s extract more value from Ethereum then they give with the sequencer. (not really Ethereum aligned). To give you a quick example: A user pays 1$ of fees on a L2 network → 0.10$ or 0.20$ goes to Ethereum L1 → 0.80$ or 0.90$ goes to the sequencer (Coinbase with Base) So those L2s are more like companies then a public good (like Ethereum or Linea) and that's one of the reason why ETH price has struggled these past X years. __________________________________________ SECOND PART: (my imagination) If you look at all the points above, the last two are the most important. Let's now try to guess how Linea tokenomics might be designed. "Linea is Ethereum" is not just marketing sentence. 'The asset is ETH, the ticker is SBET, the chain is Linea' is not just a slogan. Linea will shape its tokenomics for both, retail and institutions. → For retail: no VC = no constant sell pressure → For institutions: no extracting all value for themselves Linea will be positioned as a public good, just like Ethereum is. Sequencer revenus won't be split XX% (for private company) and XX% for Ethereum. We could imagine something like (fictional numbers): → XX% going to Ethereum → XX% going straight to Linea holders/stakers This will create constant and non-speculative buy pressure, based on usage, not random buyback after a huge ICO. Ethereum stakers and restakers will earn more, which make Ethereum more attractive as a productive asset for the institutions. This is a long term model aligned with Ethereum: → Revenue generated by Ethereum stays inside the Ethereum ecosystem and doesn't go to private company or shady DAO. When it comes to token distribution: I believe it will look much more like Ethereum model than other L2 distribution. I'll let you do your own research from here regarding the L1 distribution. If I write it all here, people will screenshot it even though it's just a theory. My conclusion is simple: A flywheel is being created and people reading my posts are the first to see it. Take advantage of it. If you read me for the first time, go to my profil and read all the other tweet from the past X - X days. Atm no crypto research firm, or super senior crypto analyst has truly looked into this yet. Not in this way and not with this big picture view. I'm not just talking about Linea here, I'm talking about a very strong shift on the Ethereum ecosystem, and yes Linea is a core element of this strategy, like the MetaDEX. Here's how the flywheel works that unlock Linea, for Ethereum: → Ethereum generates more revenue = Ethereum becomes more attractive for institutions → Ethereum becomes more attractive = billions of dollars in ETH are bought OTC → Institutions holding millions of ETH = massive activity in Linea DeFi ecosystem (cc metadex) I hope you enjoyed the reading! let me know if it was too long, once again!  XXXXXX engagements  **Related Topics** [harm](/topic/harm) [linea](/topic/linea) [le](/topic/le) [ethereum](/topic/ethereum) [coins layer 1](/topic/coins-layer-1) [Post Link](https://x.com/LeChiffreZK/status/1946264114734494167)
[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.]
Le Chiffre @LeChiffreZK on x 6516 followers
Created: 2025-07-18 17:41:39 UTC
LINEA TOKENOMICS.
Everyone is hyped right now around Ethereum and Linea, for good reason!
It's way more exciting than a few months ago when we talk about @LineaBuild, as we can finally connecting the dots.
As I said before: "Let 'em cook, we'll be positively surprised"
But I want to make one thing very clear: I really don't want to harm Linea's team communication. What I'm going to say is purely fictional and I don't have any insider information.
Please don't screenshot this and say "tokenomics leaks".
Nobody knows anything about the repartition of the token, even CEXs as we saw it yesterday.
I'll split my thoughts into X parts: → The first part is based on facts: public info I’m sure about → The second part is to connecting the dots to make a narration.
It could be true or totally wrong.
FIRST PART: What we knows
→ We already know that Linea's tokenomics will be very different from any other L2. → Joe used the Saylor strategy with SBET, but this time with ETH. The main difference is: BTC is a non-productive asset, ETH generates yield. → Linea is a public good → Linea is Ethereum - in terms of values and tech → Both ETH and Linea will benefit from this tokenomics → Linea will be the gateway for institutions into Ethereum DeFi → No investor unlock = no sell pressure (like single every huge funded L2s) → Right now, all L2s extract more value from Ethereum then they give with the sequencer. (not really Ethereum aligned).
To give you a quick example: A user pays 1$ of fees on a L2 network → 0.10$ or 0.20$ goes to Ethereum L1 → 0.80$ or 0.90$ goes to the sequencer (Coinbase with Base)
So those L2s are more like companies then a public good (like Ethereum or Linea) and that's one of the reason why ETH price has struggled these past X years.
SECOND PART: (my imagination) If you look at all the points above, the last two are the most important. Let's now try to guess how Linea tokenomics might be designed.
"Linea is Ethereum" is not just marketing sentence. 'The asset is ETH, the ticker is SBET, the chain is Linea' is not just a slogan.
Linea will shape its tokenomics for both, retail and institutions.
→ For retail: no VC = no constant sell pressure → For institutions: no extracting all value for themselves
Linea will be positioned as a public good, just like Ethereum is.
Sequencer revenus won't be split XX% (for private company) and XX% for Ethereum.
We could imagine something like (fictional numbers): → XX% going to Ethereum → XX% going straight to Linea holders/stakers
This will create constant and non-speculative buy pressure, based on usage, not random buyback after a huge ICO.
Ethereum stakers and restakers will earn more, which make Ethereum more attractive as a productive asset for the institutions.
This is a long term model aligned with Ethereum: → Revenue generated by Ethereum stays inside the Ethereum ecosystem and doesn't go to private company or shady DAO.
When it comes to token distribution: I believe it will look much more like Ethereum model than other L2 distribution.
I'll let you do your own research from here regarding the L1 distribution. If I write it all here, people will screenshot it even though it's just a theory.
My conclusion is simple: A flywheel is being created and people reading my posts are the first to see it. Take advantage of it. If you read me for the first time, go to my profil and read all the other tweet from the past X - X days.
Atm no crypto research firm, or super senior crypto analyst has truly looked into this yet. Not in this way and not with this big picture view. I'm not just talking about Linea here, I'm talking about a very strong shift on the Ethereum ecosystem, and yes Linea is a core element of this strategy, like the MetaDEX.
Here's how the flywheel works that unlock Linea, for Ethereum: → Ethereum generates more revenue = Ethereum becomes more attractive for institutions
→ Ethereum becomes more attractive = billions of dollars in ETH are bought OTC
→ Institutions holding millions of ETH = massive activity in Linea DeFi ecosystem (cc metadex)
I hope you enjoyed the reading! let me know if it was too long, once again!
XXXXXX engagements
Related Topics harm linea le ethereum coins layer 1
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