20 Comments
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EP's avatar

$LINK if you think institutional adoption will continue to grow in future

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Bobby's avatar

LINK

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Dana's avatar

just subscribed =) nice article. I would like to propose a deep diving for these tokenomics:

-LVL (level.finance). looks like they are doing great job even if they are incentivizing the usage of the platform as just born (it can be still considered bootstrapping period imho)

- PENDLE . because in my opinion this is the case in which you have a great product but horrible tokenomics.

- GRAIL (camelot). because, also here, i would like to understand if their real strenght is the tokenomics (as you said, try to avoid people to sell the incoming daily supply through automatic vesting mechanism) .

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Night Owl's avatar

agreed re: pendle! we did a 2-part deep dive on it a long time ago and arrived at the same conclusion. (https://defieducation.substack.com/p/pendle-finance-decentralized-yield)

we'll do a broader update on that project instead of just tokenomics

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Ian's avatar

Reading a Defi Education article is like watching your favorite TV show once a week. When you are at the end, you are like “oh no I have to wait until the next one” lol. Thank you, this article was great.

I would like to suggest looking into the tokenomics of the Pocket network. Their token is pokt. I find the tokenomics to be unclear as far as value accrual and supply. Maybe take a look. Either way, I can’t wait until the next episode.

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Dier (Standard and poor)'s avatar

Great article, TLDRing a lot of complex concepts

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Anon's avatar

Thanks for the great article, would love to see an analysis on the dopex tokenomics given all the changes it has been through since last deep dive.

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Meebs's avatar

Hello there. Thanks for the article, i'm glad I find out this substack. Would appreciate an analysis on Velodrome (Velo), quite similar to Camelot.

Cheers!

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Jo's avatar

I'd really like you to delve into Ultra - $UOS. Its a project aiming to be the Steam, Twitch, gaming tournament platform and NFT marketplace for crypto games. I think it has interesting ideas like taking regular credit card payments for games that are automatically converted to the $UOS token. Heres a collection of twitter threads on Ultra to give you an idea: https://twitter.com/dcrypto25/status/1397686313697034241?s=21

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Jean's avatar

I used to follow this project but they delayed the product so much, and instead of doing something interesting they started to sell NFTs to their community so I moved on... The vision is great but the execution seems really poor so far

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Jean's avatar

I just saw they're finally launching at the end of the month, time to check the project again!

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@BowTiedPinata's avatar

$1INCH new tokenomics, $FOLD

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Alain's avatar

$IPOR

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Quercus Robur's avatar

#FITFI and #KCAL as part of StepApp’s tokenomics.

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Shannon's avatar

$MSTR token and dilotion risk of chers?

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Jean's avatar

That's a breath of fresh air reading cool insights on a topic that is discussed a lot, compared to all the copy pasta threads with almost 0 added value that plague CT!

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TheSource's avatar

Have been thinking about 'tokenomics' of tech stocks and dilution by stock compensation or the BBBY dumping shares on the market mirrors some of these defi tokens.

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spartacus's avatar

$LINK

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Farout's avatar

Arbitrum, $ARB.

New hottest token in the neighborhood. Recently had a much anticipated airdrop. Would be a good study of the tokenomics of a "current thing".

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