Robert Koschig

Some points on REV/valuations:
1️⃣ Valuation dynamics similar w/ or w/o MEV
2️⃣ BTC: price barely moves with REV
SOL: dynamics driven by REV
ETH: trying to figure things out in the middle
3️⃣ Peaks of SOL & ETH val's at similar levels of P/S ratio and REV as % of token supply

We @1kxnetwork just released part 3 of our DePIN Tokenomics Series with @tech_metrics and @dylangbane from @MessariCrypto:
What Drives Valuations? Let's look into
1️⃣ Revenue
2️⃣ Token liquidity
3️⃣ And more
with data from 80 DePINs incl. details on @helium , @ionet, @GEODNET_ , @Hivemapper, @Arkreen, @GlowFND, @Covalent_HQ , @ArweaveEco,
@NATIXNetwork, @WeatherXM and more