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14 contributions to DeFi University
Unveiling the True Business Fundamentals of Crypto
๐Ÿ˜„ Hey Skool Community! ๐ŸŒŸ As we approach a true alt season, itโ€™s easy to get caught up in the hype with price pumps, meme coins going viral, and endless Twitter debates. ๐ŸŽข But what if we stripped away the speculation and looked at these protocols like actual businesses? ๐Ÿ™Œ Thatโ€™s exactly what our latest research report does. Titled Comprehensive Crypto Protocol Research Report: Top 100 Protocols Business Fundamentals Analysis ๐ŸŒ, this Q3 2025 deep-dive analyzes the top 100 crypto protocols by market capitalization, focusing on their revenue generation, profitability, and overall sustainability as viable enterprises. ๐Ÿ“Š In this article, Iโ€™ll break down the key results from the report, highlight the eye-opening findings, and explain the innovative methods we used to create this analysis. ๐ŸŽ‰ Whether youโ€™re a seasoned investor or just starting out, these insights can help you separate the signal from the noise in crypto. ๐Ÿš€ Letโ€™s jump in! ๐ŸŽฌ The Big Picture: A Bifurcated Crypto Economy ๐Ÿ˜ฎ The reportโ€™s executive summary paints a stark reality: Out of the top 100 protocols (with a combined market cap exceeding trillions ๐Ÿ’ฐ), only about 15-20% demonstrate fundamentally sound business models with sustainable revenue streams. ๐ŸŒฑ The rest? Theyโ€™re often propped up by speculation, unsustainable token emissions, or outright zero-revenue models. โš ๏ธ Hereโ€™s the breakdown: - Sound Fundamentals (~15%) ๐ŸŒŸ: These are the "blue-chip" protocols that generate real revenue and have mechanisms for value accrual (like fee burns or yields). Think infrastructure heavyweights like Ethereum and Bitcoin. ๐Ÿ’ช - Unsustainable Models (~85%) ๐Ÿšฉ: Many operate at a net loss when you account for token emissions as expenses (similar to stock-based compensation in traditional businesses). The aggregate crypto economy is essentially subsidized by investors, running at a deficit to fuel growth. ๐Ÿ“‰ Key red flags include: - Zero-Revenue Giants ๐Ÿ˜‚: Protocols like Dogecoin (DOGE, $42.8B market cap), Shiba Inu (SHIB, $8.0B), and Pepe (PEPE, $4.9B) generate no on-chain revenue. Their value is purely speculative, driven by memes and community hype. ๐ŸŽญ - Emission Overload ๐Ÿ’ฅ: Some protocols issue new tokens at rates 10-100x their actual revenue, masking poor product-market fit. This creates inflation that dilutes holders and relies on endless price appreciation. ๐Ÿ“ˆ - Valuation Disconnects ๐Ÿค”: High market caps persist despite declining user activity or revenue, signaling potential "value traps." ๐Ÿ•ณ๏ธ
0 likes โ€ข 11d
This picture (claude) to me feels different to what appears above?
1 like โ€ข 11d
Not biased at all ๐Ÿ˜
๐Ÿง  6 Mental Frameworks That Shaped My DeFi Journey
Hey everyone! Wanted to share some powerful insights from a recent discussion about the habits and beliefs that make a difference in this space. These aren't just theories โ€“ they're practices that have been battle-tested through market crashes, drawdowns, and the daily grind of DeFi. 1. Guard Your Attention Like Your Private Keys ๐Ÿ“ฑ Screen time is the silent killer of focus. I've noticed that excessive scrolling shrinks my attention span and makes me irritable โ€“ not ideal when you need laser focus for DeFi. Set boundaries with your devices. Your attention is your most valuable asset. 2. Define Your Purpose Crystal Clear ๐ŸŽฏ Know exactly WHY you're here. When you have a definite purpose, every action becomes intentional. Ask yourself: What's your endgame in this space? 3. Unshakeable Self-Confidence ๐Ÿ’ช This one's non-negotiable. Through every crash, every setback, every "rug" โ€“ maintain absolute faith in your ability to succeed. Not blind optimism, but deep belief in your capacity to learn, adapt, and overcome. 4. Program Your Subconscious for Success ๐Ÿ—ฃ๏ธ Your self-talk matters more than you think. Replace "I'm gonna fail" with "I'm gonna kill it." Simple? Yes. Powerful? Absolutely. Daily positive affirmations aren't woo-woo โ€“ they're mental programming that shapes your actions. 5. The Golden Formula: No Negative Thoughts โœจ Here's a game-changer from the discussion: "Don't feel or think negative about yourself or anybody else." This isn't toxic positivity โ€“ it's about maintaining a constructive outlook that keeps you moving forward. Over time, you'll naturally remember the lessons more than the losses. 6. Your Specialized Knowledge is Your Edge ๐Ÿ”‘ Let's be real โ€“ what we do in DeFi isn't easy. The fact that you're here, showing up daily, learning the protocols, understanding the risks โ€“ you're developing expertise that 99% of people don't have. That's valuable. Own it. The Bottom Line: Success in DeFi isn't just about finding the right protocols or timing the market. It's about developing the mental frameworks that keep you sharp, focused, and resilient through all market conditions.
๐Ÿง  6 Mental Frameworks That Shaped My DeFi Journey
3 likes โ€ข 12d
1.Stopping social media over a year ago was a massive saving of time I was simply wasting 2.Scheduling exactly when im doing defi, max an hour a day is all i need. A well planned solid 30 min session twice a day works well for me. 3.Setting time aside and planned for Defi education, again planning a certain amount of time per week on education is way better than just opening the computer and randomly looking at things. 4. Read everyday. 5. Personally I probably need to work on being a bit more of a cheerleader for myself ๐Ÿ˜ 6. Exercise hard everyday 7. Daily planning the entire week. Monday to Friday i plan pretty much every hour, weekend i keep flexible.
Closing higher
About hour and half until close or 00:00 UTC. its looking good. Eth @ 4722 up 5.83%, SOL ripping up 6.52% or $14.91 to 243. I am watching th BTC.D down to 57.56 I think somethings HAPPENING !! Seeing a few moves of my watchlist lie Honey +5%. ( this token has utility for hive mapper whitch I love) Retardo +12% (Meme coin, I know , I know but I love it) Goat +19% (Meme, who dont love this one too) Lets go. I have entered a couple new positions. JUP/USDC on Kamino 5k isk Showing NET APY 40.49% 3x mulitplier ( kamino points thing) not true leverage. Increased my SOL/USDC Pool on orca on the rebalance up.10k ish now. Range 225.30-248.99 .04% Fee tier .49% right now. I expect these Volumes to increase. 54mil TVL and 300 Mil 24hr VOL I collected fees on Revert 2 pools $200 ish not bad for 1 day on about 25k in pools but went out of range on one and rebalanced WBTC/USDC to 5% range 109.7 to 121.2 I would love to hear what you all are doing ?
1 like โ€ข 17d
Weth/usdt 0.3% pool.is doing really nice. I did a snuggle entry in as out of range and that was at 4562 set my top end @ 5008 which I thought was a bit high but it's been perfect. Seeing around 125% Apr
2 likes โ€ข 17d
I'm just eth,BTC a shit ton of sui and some memes
Pool Tracking
What software or systems are people using to track their pools these days. I used to use track my liquiidty but i know this game changes very quickly so just curious if anyone using anything different/ better. Thanks for your time
0 likes โ€ข 20d
https://www.defiorbit.xyz/ This? Says not launched yet and waitlist
๐Ÿš€ Introducing DeFiUniversity.xyz Your AI-Powered Learning Hub
๐ŸŽฏ What is DeFi University? DeFi University (defiuniversity.xyz) is an innovative AI-powered platform that's revolutionizing how we learn about decentralized finance. Think of it as having a brilliant research assistant that never sleeps โ€“ one that continuously scans the crypto landscape and distills complex information into digestible, insightful content. ๐Ÿค–โœจ โš™๏ธ How It Works The platform operates as a sophisticated machine learning application built on Google Cloud infrastructure. Here's what makes it special: ๐Ÿ“Š Data Aggregation at Scale โ€ข Currently ingests content from 130+ sources across the DeFi ecosystem โ€ข Expanding to 400+ sources soon โ€ข Intelligent data collection that builds comprehensive understanding ๐Ÿง  Vector Store Database Technology โ€ข Creates relationships between concepts โ€ข Tracks trends across the entire ecosystem โ€ข Identifies patterns invisible to human observers ๐Ÿ“ˆ Learning and Evolution โ€ข Actually learns and improves over time โ€ข Knowledge base grows daily โ€ข Enables increasingly sophisticated analysis โ€ข Currently version 1.0 (just one week old!) โœจ Key Features ๐Ÿ’ก Original Insights, Not Just Summaries The AI synthesizes information from multiple sources to provide genuine insights and analysis โ€“ what the creator calls: "Distilled wisdom, not just regurgitated schlop" ๐Ÿ” Full Transparency โ€ข Every article links back to source materials โ€ข Verify information easily โ€ข Dive deeper into topics โ€ข Trace the AI's reasoning ๐Ÿ› ๏ธ Tools Section Coming Soon โ€ข ETH ETF inflow trackers โ€ข DeFi analytics tools โ€ข Custom-built utilities for the community ๐Ÿ”ง The Technology Stack This platform is a remarkable technical achievement: โœ… A dozen different Google Cloud products working in concert โœ… Development with Cursor and Claude Code โœ… Advanced ML algorithms for content analysis โœ… Built by one person in just a few weeks! ๐ŸŒŸ The Creator's Story David taught himself to build software over just a few months. His journey proves that with modern AI tools, ambitious projects that once required entire dev teams can now be built by motivated individuals. ๐Ÿ’ช
๐Ÿš€ Introducing DeFiUniversity.xyz Your AI-Powered Learning Hub
1 like โ€ข 25d
This is crazy. Can't believe this has been built so quickly. Awesome to see this in action and watch it grow ๐Ÿ‘๐Ÿ”ฅ
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David Hill
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44points to level up
@david-hill-4240
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Active 8h ago
Joined Jul 11, 2025
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