Revenue & Token Rights @defillama

Joined September 2020
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"The next great crash will occur when we collectively realize that the institutions that we trusted to remove risk are actually the source of it." - Volatility and the Allegory of the Prisoner's Dilemma, Artemis Capital artemiscm.com/research-marke…

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You are the result of the choices you made 6 months ago a cold DM that goes unanswered feels like a failure a connection you make might not pay off until years down the road startups fail continuing to force yourself uphill pays off, just slower than you think
a few things i've seen people do to do increase their chance of asymmetric outcomes: - take more attempts. send cold dms, test new ideas. - play games with unbounded upside (working at a startup for equity, starting a business, certain sales roles) - post on socials. if you do it right, you can connect with thousands of people. opens the door for opportunity to come to you. - compound winners. everyone overestimates what they can do in 1 year and underestimates what they can do in 5 years.
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Now you can compare token rights across protocols: - governance - economic - ownership Hover over any of the datapoints for an explanation, or check the protocol page for more in-depth token rights data
What does the token actually do? We now track token rights for over 80 protocols on DefiLlama. Holders revenue, governance, economic rights, and value accrual consolidated in a single table.
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If you run socials for a DeFi project, this could save you hours each week If you create content, you can explain complex topics with a single prompt Use LlamaAI
Create beautiful DeFi infographics from a prompt. LlamaAI can now generate images that incorporate onchain and TradFi data, financial charts, and AI-powered research. Image courtesy of @llamareceipts
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Kenny Jetski retweeted
When you hold a token, you're exposed to every market that touches it. Until now, there was no way to quickly understand what that actually looks like. Introducing token pages on DefiLlama. Understand how tokens are being used in DeFi: - Risks across lending markets - Usage by protocol - Liquidation levels - Yields & borrow rates Enter a token in our search bar to find its page.
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Kenny Jetski retweeted
The DefiLlama community has built 900 public custom DeFi dashboards since we launched our builder. Now we're opening it up so more people can experience how powerful this tool is: free users can create and maintain one dashboard.
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Kenny Jetski retweeted
We recommend users to avoid using Google Search for cryptocurrency applications requiring wallet connection. We advise using only bookmarked URLs and verifying all links. The latter can be easily done with the help of @DefiLlama service at search.defillama.com/
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For anyone looking for a job in crypto, LlamaAI is your hookup
Looking for a job in crypto? Now, LlamaAI can help you out. We now have job listing data integrated to find which companies are hiring, the most in-demand skills, benchmark compensation, and specific roles that are a good fit.
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WLFI Token Rights are live on DefiLlama. Head to the protocol's page and look for the Token Rights tab
We’ve just posted a governance proposal to the forum for community discussion, and we believe it represents one of the strongest long-term governance alignment signals in DeFi. Here's what it does 🧵
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Thanks to everyone who reached out offering to help. If you want to help contribute to better token design and clear standards for token rights, DM me
Most tokens are not transparent. There's no standard for disclosure. Most protocols have multiple entities (Labs, DAO, Foundation, etc) and it's rarely clear how value flows between them. We're building a framework for Token Rights at DefiLlama. Our goal is to clearly define what rights tokens confer to investors. We want to show investors the most important things they need to know about tokens, so they can easily understand what they might be buying. We have three core categories: - Governance Rights (who controls what) - Economic Rights (where does value accrue and how) - Ownership Rights (who owns what) Within these categories we track whether governance rights include treasury / revenue rights, buybacks, burns, main value accrual mechanism, fundraising structures, utility, and more. The hard part: information is scattered, fundraises aren't clear, governance =/= ownership, and often downright conflicting information. But it can be better. As token design & economics improve, we can provide more transparency through clear definitions and design to help investors understand exactly what a token does & doesn't do. 75 protocol token rights are currently live. To find them, look for the Token Rights tab on a protocol's page. Projects can submit token information here: docs.llama.fi/list-your-proj…
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Most tokens are not transparent. There's no standard for disclosure. Most protocols have multiple entities (Labs, DAO, Foundation, etc) and it's rarely clear how value flows between them. We're building a framework for Token Rights at DefiLlama. Our goal is to clearly define what rights tokens confer to investors. We want to show investors the most important things they need to know about tokens, so they can easily understand what they might be buying. We have three core categories: - Governance Rights (who controls what) - Economic Rights (where does value accrue and how) - Ownership Rights (who owns what) Within these categories we track whether governance rights include treasury / revenue rights, buybacks, burns, main value accrual mechanism, fundraising structures, utility, and more. The hard part: information is scattered, fundraises aren't clear, governance =/= ownership, and often downright conflicting information. But it can be better. As token design & economics improve, we can provide more transparency through clear definitions and design to help investors understand exactly what a token does & doesn't do. 75 protocol token rights are currently live. To find them, look for the Token Rights tab on a protocol's page. Projects can submit token information here: docs.llama.fi/list-your-proj…
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Kenny Jetski retweeted
.@Meta_Mark_ was a writer for Dynamo DeFi. When I scaled back my media business to focus on running revenue and growth at DefiLlama, I pitched for him to join us. Now he’s doing revenue ops on my team and leading our token rights initiative.
Apr 15
We're launching a new Token Rights framework at DefiLlama, where we're gonna be classifying all tokens according to the rights that they give to tokenholders If anyone wants to give any feedback or just contribute to industry metrics, just DM @Meta_Mark_
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Open to ideas and feedback, DM me or reply below, looking to create the most helpful token classification for investors
Apr 15
We're launching a new Token Rights framework at DefiLlama, where we're gonna be classifying all tokens according to the rights that they give to tokenholders If anyone wants to give any feedback or just contribute to industry metrics, just DM @Meta_Mark_
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Kenny Jetski retweeted
Live look at the @sparkdotfi investor relations dashboard on DefiLlama: - Curated, high signal metrics, like revenue, buybacks, and projected returns - User economics and distribution rewards - Quarterly financial reports and press releases
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Kenny Jetski retweeted
Apr 4
imagine getting access to the same tools a researcher at a 10 fig fund uses, for only 50$
Replying to @0xngmi @veH0rny
It’s by far the best crypto ai product I’ve ever used
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Kenny Jetski retweeted
I swear everything is just so much easier when you're curious about shit. Discipline is top-down suppression of impulse. Obsession is bottom-up amplification of curiosity.
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Kenny Jetski retweeted
The onchain data layer for your AI agent. Introducing the DefiLlama MCP. 23 tools to bring DeFi data to your agent Guided research workflows that teach your agent structured analysis Available now with the DefiLlama API plan.
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Kenny Jetski retweeted
Mar 19
If anyone else is affected by coinbase shutting down their commerce accounts you can use checkout.llamapay.io/ It's API is a drop-in replacement for coinbase commerce so you can switch by just replacing urls and keys Plus much more efficient lower cost
Hey all, looks like @coinbase @CoinbaseBiz is killing their coinbase commerce platform and the business account are only available in the US and Singapore. So CT what are the option to replace them ? @MoonPayCommerce ? Who else ?
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Kenny Jetski retweeted
Mar 12
someone just swapped $50m for $36k on cowswap through aave's frontend, effectively losing 50m if you try to make this swap on llamaswap the UI won't let you at all, buttons get locked we've spent years building a price API with the highest coverage of defi tokens to avoid this
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Encourage everyone to try LlamaAI at least once, use these free questions LLMs only search online for yields & data and can't compete with LlamaAI's direct database access LlamaAI queries the db and builds custom charts for you (and it's fast)
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Kenny Jetski retweeted

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