NonFungiblePickle @ProfPikul

@TuckerCNews E

@ZssBecker 1

New vid : Like & Comment "1". 5 will win a mini allocation to my meme coin likely worth 5 figures (Must like/follow/share) It's 2025. Markets are charging back to life. I think these coins will massively over perform. youtu.be/eBxDLWgmy0Y

Purple tie, we pump.

Attention, all Galxe explorers! I'm embarking on a Welf Finance Campaign and wanted to invite you along for the ride. Sign up using my referral link and win rewards! 🎁 app.galxe.com/quest/3nLxNXT2…

Verifying my Twitter account for my #GalxeID gid:cSaxd843dEmWrWkd2Gscm7 @Galxe

@ZssBecker 1 0x684f81D858D0805000649971172400ee75bd0023

@CryptoKaduna Most of these tokens have sell tax, so I think that eats up profit in v3, right?

@BobLoukas The retrieval accuracy is not great, but people are working on it.

@cremieuxrecueil Have these been published? Do you have a link to the reviewed paper so I can share it? Often it takes an expert to know if a study was done well or not.

First preview of smol world (@smolverse) using the @ai16zdao Eliza Agent framework. The smol is an LLM driven agent that takes action in the world from your command. In this case, I'm preparing him for a 7 day shift of memecoin trading by getting him to eat.

@ZssBecker Reminds me of neotokyo days, peak bull.

@ZssBecker 317o6nX7thBPJuNKZVj43G2ti4fTfxyHt8sk5jZRY9i6

Hello All - want to know how much $RLB is undervalued? Well, it's alot.. To help prvoe this, my friendly LLM and myself did some modeling using @rollbitcom revenue data. Some quick assumptions: 1. The real circulating supply is around 1.95 billion (2.35 b - team holdings - dead supply from airdrop) 2. I've used 6 month revenues - If I were to assume the last 12 months - the numbers would be much much higher. Its long - so a quick tl/dr $RLB should be at $2.99 conservatively based on current revs when comparing to industry peers. This number bis actually much higher when the tokenomics are calculated! Have a read, and let me know what you think.. # The RLB Story: A Hidden Giant in Crypto Revenue ## The Hidden Revenue Giant In the vast landscape of cryptocurrency, there exists an unusual anomaly - a token generating more revenue than crypto giants, yet flying completely under the radar. RLB, the native token of Rollbit's gaming platform, quietly processes $7.47M in weekly revenue. To put this in perspective, that's: - 8.2x more than dYdX ($904K) - 5.8x more than Synthetix ($1.28M) - 2.9x more than AAVE ($2.56M) - 2.3x more than Raydium ($3.28M) - 4.6x more than Jito ($1.62M) Yet here's where it gets interesting - RLB's market cap is just $161.7M, a fraction of its peers: - AAVE: $2.52B (15.6x higher) - dYdX: $902M (5.6x higher) - Synthetix: $602.87M (3.7x higher) - Raydium: $1.365B (8.4x higher) - Lido: $1.09B (6.7x higher) ## A Tale of Market Inefficiency Imagine finding a company generating more revenue than its competitors, growing steadily, and buying back its stock every single hour - yet trading at a 95% discount to its peers. That's RLB's current situation. The market values RLB at just 0.42x its revenue (P/S ratio), while competitors trade at: - dYdX: 28.35x - AAVE: 28.15x - Synthetix: 13.98x - Raydium: 15.74x - Lido: 12.43x This means RLB is priced at a 98% discount to dYdX and AAVE, despite generating significantly more revenue than both combined. ## The Ultimate Supply Squeeze But revenue isn't even the most compelling part of the story. Every single hour, RLB uses platform revenue to: - Buy tokens from the open market - Burn 90% permanently - Current pace: Removing 31.7% of supply annually At today's burn rate: - Year 1: Supply drops to 1.333B - Year 2: Supply drops to 714M - Year 3: Supply approaches scarcity levels This creates a fascinating dynamic - constant buying pressure meets decreasing supply, all funded by growing platform revenue. ## Built-In Price Protection Unlike many crypto tokens, RLB has built-in price support through: 1. Revenue-driven hourly buying 2. Permanent supply reduction 3. Utility-driven lockups: - Trading fee discounts (up to 60%) - Rakeback rewards (up to 10%) - Staking rewards - Lottery participation ## Growth Catalysts on the Horizon The platform stands to benefit from several major tailwinds: - Online gambling expansion - Crypto regulatory clarity - Geographic expansion - Product diversification Even modest growth could dramatically accelerate the supply squeeze, as higher revenue means more aggressive buying and burning. ## Valuation Scenarios ### Conservative Case (Gaming Multiple - 2.81x P/S) - Target: $0.56 - Upside: 576% - Still below DeFi average ### Industry Average (15x P/S) - Target: $2.99 - Upside: 3,510% - In line with peers ### Premium Case (28x P/S) - Target: $5.60 - Upside: 6,661% - Justified by revenue leadership *Note: These targets don't factor in supply reduction. Including burns:* Year 1 Targets (1.333B Supply): - Conservative: $1.57 - Industry: $7.82 - Premium: $15.75 Year 2 Targets (714M Supply): - Conservative: $2.93 - Industry: $14.60 - Premium: $29.40 ## The Investment Case RLB presents a rare combination of: 1. Proven revenue generation 2. Dramatic undervaluation 3. Automated supply reduction 4. Clear growth catalysts 5. Multiple expansion potential ## Why Does This Opportunity Exist? Several factors contribute to the current mispricing: 1. Limited market awareness 2. Exchange accessibility 3. Market focus on memes 4. Complex value drivers ## Risk Factors Key considerations include: 1. Regulatory environment 2. Market competition 3. Crypto market sentiment Conclusion RLB represents that rare combination value investors dream of - higher revenue than peers, lowest valuation in its class, and built-in mechanisms for value appreciation. The current price of $0.077 prices in neither the revenue leadership nor the aggressive supply reduction, creating a compelling opportunity for significant value appreciation. Even without considering growth or supply burns, peer valuations suggest dramatic upside potential. When factoring in the supply reduction mechanics and growth prospects, the potential returns become even more striking. The combination of: - Higher revenue than all major DeFi protocols - Lowest valuation multiples in the space - Automated hourly burns - Built-in utility and demand drivers - Clear growth catalysts Creates what appears to be one of the most asymmetric opportunities in the crypto market today.

@ZssBecker Excited

@ZssBecker 0x684f81D858D0805000649971172400ee75bd0023

@ZssBecker 1

@Cryptothetrump 8F8eDd67bo9fydv2sVqMFg5yNpNyWyMHVaNXivR7dtUk

@camelfinance Thought you might be interested in this @camelfinance. Helps support a mechanism for further liquidity. x.com/TomasOnMarkets…

Tomas @TomasOnMarkets

2 years ago

HISTORICAL PERSPECTIVE There are some people who have made the case that the number of T-bills as a percentage of total Treasury debt isn't actually that high at the moment. And they are right - it's around 17.5% currently, which isn't that crazy. But what is abnormal is the

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@ZssBecker 1 I had to put on my cup so I wouldn't sell.