“hydration break” just as Morocco scored and have all the momentum on their side. genuinely the worst thing this World Cup has introduced man

Taking scroll damage on the for you page

Nothing has and nothing will ever come close

there’s no actual value accrual for vvv the only sustainable economic link is the programmatic burn which is effectively zero - it’s $2/$5/$10 of vvv burned per NEW sub (pro / pro / max). there’s no programmatic burn for ongoing subs so it’s a onetime pymt only on new subs. it captures economic value just for new signups one time. the $18 / $68 / $200 monthly rev doesn’t go to the token. conservatively speaking they’d need to add 10-25x of its current paid sub acquisition rate just to offset emissions the discretionary buyback can be terminated any time (it’s just trust me bro) vvv captures imo 5-10% of revenue with the rest going to equity (equity biz prob p good tbh) but even if you take the recent delphi (optimistic imo) 12mo forward target of $260M ARR, at 5% capture that’s $13M/yr in buy pressure which provides little support for the existing valuation emissions you’re basically relying on team to juice discretionary buybacks and imo if that were really their intention then part of the recurring monthly sub rev would be going to programmatic burn. i don’t buy the “we are in growth mode so we don’t want to burn token” — don’t do it all then

You can’t really tell by looking at the PA whether Saylor sold or bought this week - if he sold then he’ll probably sell more and if he bought then who sold that much and why now? Schrödinger's Prisoner's Dilemma

?

For xpl holders this is just Friday

I’m sorry for ghosting you before babe, please answer my call it’s urgent

It’s time to bid.

guy who owns 132% of the zec supply

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