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![LukeYoungblood Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::86364019.png) LukeYoungblood.eth 🛡️ [@LukeYoungblood](/creator/twitter/LukeYoungblood) on x 23.1K followers
Created: 2025-07-27 15:02:21 UTC

Our gov token distribution ends in less than a year (15% of total supply over X years until June 2026). If you give someone $80MM a year and tell me not to worry about the SEC act of 1934 they can do the same. What really matters is revenue per TVL (capital efficiency) and yours is atrocious.  Rented TVL is a terrible business model, you’re losing money just to pump a vanity metric that informed investors don’t care about. While you have tons of rented restated ETH Moonwell has real organic borrowing demand for the best native Base assets and additional revenue sources such as vault curator fees.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949485514807226692/c:line.svg)

**Related Topics**
[money](/topic/money)
[tvl](/topic/tvl)
[sec](/topic/sec)
[$80mm](/topic/$80mm)
[if you](/topic/if-you)
[token distribution](/topic/token-distribution)
[token](/topic/token)

[Post Link](https://x.com/LukeYoungblood/status/1949485514807226692)