The State of Cashflow Pricing:
- Buyback revenue is generally more expensive than direct fee sharing (except $PUMP)
- Owning $1 of tokens in $CRV, $AERO, $PENDLE, or $YB earns up to 3-7x yield vs. average buybacks
- The $UNI revenue is 28 times more expensive than $CRV and 74 times more expensive than $AERO.
Details in our recent research piece:
https://x.com/valueverse_ai/status/2015931557995758017?s
- Buyback revenue is generally more expensive than direct fee sharing (except $PUMP)
- Owning $1 of tokens in $CRV, $AERO, $PENDLE, or $YB earns up to 3-7x yield vs. average buybacks
- The $UNI revenue is 28 times more expensive than $CRV and 74 times more expensive than $AERO.
Details in our recent research piece:
https://x.com/valueverse_ai/status/2015931557995758017?s