Right now on the #meme launchpad, it's still just a little test run. Maybe through its hype, we can see the flaws in the entire Web3 traditional tokenomics. It's just that no one's willing to pull back the curtain on this. The arrival of #RISE has brought to light the value of the AVM mechanism behind it.
DeDAO
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Rise.rich and AVM: Could this be the future of tokenomics?
Author: @filber Translation: dedao leveraging grok From late 2025 to early 2026, researchers, builders, and traders have been fiercely debating on Crypto Twitter (CT): Should protocols capture value through native tokens (with on-chain governance/utilities) or through equity structures (traditional dev companies/labs that hold IP, revenue streams, and off-chain assets)? Pro-token advocates argue that tokens enable self-sovereign ownership, global liquidity, composability, and programmable incentives that equity can’t match. Pro-equity advocates contend that tokens only bring hype, dilution, and governance fiascos, while equity offers stable income multiples and legal protections. A classic example is the recent fight over IP in Aave, and how Hyperliquid's $HYPE maintains ongoing utility through buybacks.
Rise.rich and AVM: Could this be the future of tokenomics?
Author: @filber Translation: dedao leveraging grok From late 2025 to early 2026, researchers, builders, and traders have been fiercely debating on Crypto Twitter (CT): Should protocols capture value through native tokens (with on-chain governance/utilities) or through equity structures (traditional dev companies/labs that hold IP, revenue streams, and off-chain assets)? Pro-token advocates argue that tokens enable self-sovereign ownership, global liquidity, composability, and programmable incentives that equity can’t match. Pro-equity advocates contend that tokens only bring hype, dilution, and governance fiascos, while equity offers stable income multiples and legal protections. A classic example is the recent fight over IP in Aave, and how Hyperliquid's $HYPE maintains ongoing utility through buybacks.
Today, Israel has once again struck Iran. The market's first reaction is not to discuss geopolitics, but rather—— Risk assets continue to be under pressure. Many people will ask: "Why is it that every time something happens, it's crypto that gets hurt?" Because in the eyes of funds, it is primarily a risk asset, and only secondarily a belief. This is not a bad thing. This is the market telling you: In panic, liquidity is more important than the story #BTC #以色列袭击伊朗
Currently, the entire Web3 is undergoing structural changes.
The macro environment in 2026 has three key words: Uncertainty Deleveraging Repricing When assets fluctuate together, it indicates that the market is reassessing the "price of risk." Many newcomers will do one thing at this moment: 👉 Make the heaviest judgment in the shortest amount of time. But truly mature participants will do another thing: 👉 Extend time, look at structure, rather than look at K-lines.
In Bezos's words: in a constantly changing market, find that one thing that remains unchanged; this will allow you to see through the layers of fog to understand the changes behind Web3 → No matter how it changes, holding onto BTC is that one thing.
Macroeconomic uncertainty is rising. Gold is experiencing sharp fluctuations, Risk assets are under pressure, The sentiment in the crypto market has clearly weakened. Many people are asking: "Is something big about to happen again?" What is more worth asking is—— As the world becomes increasingly uncertain, Where do you place your certainty? Some choose cash, Some choose gold, Some choose Bitcoin, But what truly determines the outcome is, Not the asset, But your time dimension. #BTC #黄金 #特朗普新全球关税
I took a look at the interview article from Binance Research BD chase, which has 2 viewpoints that inspire us:
Regarding the valuation system of cryptocurrency projects, the valuation methods at different stages of a project's life:
1. Valuation at TGE, mainly looking at liquidity, attention, and chip structure: At this time, the market capitalization should also be the highest, liquidity and attention are at their best, and the chip structure should refer to the project's control over tokens, circulating tokens, and the release rules for non-circulating parts. This is short-term;
2. When attention fades, if the project can still survive, the valuation will return to a relatively reasonable valuation, the market will automatically reduce leverage, and the market will give a relatively reasonable pricing. This is long-term;
In short, new coins can be operated for short-term profit, but don’t talk about faith. Only projects that can survive when attention dissipates are worth observing!
What seems like low risk is often the biggest risk
In the 1011 incident, the group with low leverage suffered the most casualties; low leverage = heavy positions, believing themselves to be safe, almost not setting stop losses, and then on that day of 1011, no matter how many times the leverage, a single needle popped all the leverage, many people became poor overnight.
Those who professionally play high leverage contracts usually pay attention to positions and stop losses, and as a result, they were not severely affected.
The difference between what seems safe and actual safety is as different as heaven and earth.
Gold and silver have experienced a historic plunge, BTC continues to drop Many people realize for the first time: It turns out that "safe-haven assets" can also be trampled together
In fact, this is not a problem with the assets It's that during a liquidity retreat, no one is safe
Web3 investors must understand: 👉 The real risk has never been what you bought But rather your belief that "it won't drop"; strict risk control is necessary for any investment!
God lets it perish!\nIt must first let it go crazy!\nLast night's international gold saw the largest drop in 40 years, directly falling from over 5400 to a low of 4700!\nLast night's international silver also experienced an epic plunge, dropping from 118 to a low of 74, creating the largest drop in history!\nSuccess or failure, it all depends on the same factors!\nThe strengthening of the US dollar and the easing of the situation in the Middle East have caused gold and silver to shift from soaring to plummeting. How many people have become overnight millionaires because of this, and how many people have lost everything overnight? This is the charm of capital, and also its brutality. Wall Street makes money by going long and also makes money by going short!\nAfter killing the bulls, they kill the bears. One cannot help but respect Wall Street, one cannot help but respect Americans!\nPoor investors in A-shares who chased high to buy gold and silver stocks will see a large number of limit downs when the market opens on Monday!\nThis epic plunge in gold and silver has taught a lesson to global investors, to the A-share investors, and to those in the cryptocurrency circle chasing gold and silver: do not follow the trend, do not chase highs, do not try to grab the last coin!\n\n#贵金属巨震 #BTC #Web3
What background does the new chairman of the Federal Reserve have? What impact will it have on cryptocurrency?
Trump just named Kevin Warsh as the next chairman of the Federal Reserve. I checked what kind of person Kevin is. Simply put: He is not the type of central bank official who just reads papers in an academic manner, nor is he a politician who only knows how to engage in political mudslinging. Instead, he is someone who has actually worked on Wall Street, made decisions in the White House, and endured the financial crisis at the Federal Reserve. Warsh entered the Federal Reserve at 35, making him one of the youngest governors in history, right in the midst of the 2008 financial crisis. He experienced that round of QE, liquidity firefighting, and global central bank coordination firsthand; he is not a commentator who analyzes after the fact. This is very important—he has muscle memory regarding 'systemic risk' and 'market dislocation.'
Why is it that the cryptocurrency market is the one getting hurt again? U.S. stocks, gold, and silver have plummeted, and Bitcoin is following with a massive crash. U.S. stocks, gold, and silver have recovered most of their losses, but Bitcoin is still lingering at the bottom! Is the current cryptocurrency market too difficult?
"Gold increased the entire market value of Bitcoin in just 3 days!" "Silver increased the entire market value of Ethereum in just 1 day!" Are you moved by the rise of gold and silver? When even cryptocurrency traders are starting to be impressed by the rise of gold and silver, the market is already quite lively. As an old hand in the crypto space, even if it rises to the sky, I won't participate; I'll just watch the excitement. $XAU #金价再冲高位 #BTC
Walking around the community, I found that too many people entered Web3 only because their 'friends made money' and that 'friend' doesn't really understand Web3. But the cruel reality is → If you entered Web3 because 'others made money' Then you are very likely to become: The person who helps others make money.