Let's do something different, straight to the point👇
🌳 TREE's three keywords for this cycle: practicality, cash flow, spillover effect.
No beating around the bush, TREE's goal is not to be the 'next concept,' but to embed real on-chain demand into products—transforming protocol income, staking incentives, and ecosystem application revenue sharing into a model that is visible and calculable. The market is looking for 'self-sustaining projects,' and TREE's approach perfectly meets this demand.
Why I am focusing on it:
🔧 Scene implementation: Focus on reusable foundational components (data, revenue distribution, permission management), rather than relying solely on narratives.
💸 Cash flow mindset: Transform the 'ups and downs' from a single price game into a combination of 'transaction fees + revenue sharing + incentives.'
🔗 Spillover effect: As more projects adopt the components, TREE's collaborative value will increase exponentially.
Potential catalysts:
1. New partners/integrations realized (components accessed by large projects);
2. Protocol fee rate adjustments or optimization of distribution ratios;
3. Cross-chain deployment and TVL structural upgrades (higher quality funding sources).
Risk control strategy:
Build positions in batches, position ≤ 20% of total funds;
Monitor on-chain activity and protocol income curves; if there is a divergence from the market for two consecutive weeks, reduce positions;
Event-driven strategy: Only increase positions after announcements related to 'new integrations/new rates/new chains.'
Simple framework:
Core logic: components → reused → cash flow → further expansion
Focus indicators: TVL quality, protocol income, number of external integrations
Expected path: Technical recognition → cash flow validation → valuation reassessment
Don't treat it as a 'concept stock,' but as a 'growth stock with traceable cash flow.' Look at the story, but more importantly, look at the data. What do you think about this 'components—revenue sharing—expansion' flywheel? Let's discuss in the comments! 🚀$TREE @Treehouse Official #Treehouse