#MarketRebound The Floki team sells 27.4 billion FLOKI tokens for Ethereum According to BlockBeats data on blockchain detection, on January 18, an address associated with the Floki team, identified as '0xf12...3739B', sold 27.4 billion FLOKI tokens. This transaction resulted in the acquisition of 340.61 ETH. This activity was tracked by blockchain analyst Ai Yi (@ai_9684xtpa) approximately an hour before the report.
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80 million USD ARR, it's no wonder that VeriFi is the leading project I have high hopes for
Recently read the latest project data from KGeN, very impressive, this article will pick out the core parts for a simple deconstruction
❚ Counter-cyclical capital efficiency performance
The market generally relies on token incentives to maintain TVL, but KGeN has taken a reverse path of generating revenue before issuing tokens
By December 2025, the protocol's annual revenue will exceed 80 million USD, and cash flow has turned positive
Revenue comes from real fiat payments from over 200 B-end partners, rejecting the internal loop of inflation models
In comparison to Hyperliquid's 500 million USD revenue corresponding to a 21 billion USD FDV, this shows extremely high revenue multiple potential
❚ Team background and institutional endorsement
The project was co-founded by Manish Agarwal and Ishank Gupta, the former having led Nazara to complete its IPO
The funding lineup presents a convergence of Web2 and Web3 giants
- Leading institutions: Accel and Prosus Ventures, bringing resources from traditional internet
- Ecosystem support: Aptos and Polygon foundations have made deep investments, providing underlying public chain technical support
- Industry capital: Institutions like Lightspeed, Animoca Brands, and Jump Capital participated in early financing
❚ Discussion on token trends
Ultimately, we have to talk about tokens as they relate somewhat to us retail investors
$KGEN's trend since TGE has been very typical of a VC token style
Somewhat similar to AIA early on, opening with a sharp decline, sideways consolidation, followed by a significant surge and distribution, if it happens
As it stands now, the trend looks good, after a long sideways period of 12-15 months, the market cap has quietly climbed to 25 million
Whether it can continue to maintain an upward trend is worth watching
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KGeN is not a traditional gaming guild but a verification infrastructure of the digital economy. The 80 million USD revenue data proves that Web3 can operate independently from Ponzi models
This kind of reverse capital efficiency is extremely scarce in the current market environment that emphasizes fundamentals
It deserves long-term attention for its token economics and specific performance of token trends
The cryptocurrency market has experienced a sudden drop, primarily due to the ongoing geopolitical concerns between the U.S. and Iran, the Federal Reserve maintaining high interest rates without cuts, and the uncertainty brought about by the new appointments at the Federal Reserve under Trump, which have led to policy uncertainty. Tether profits are being used to purchase gold and other traditional assets.
Jin Ge started signaling the end of the rebound at 98000, and again placed a short position at 90500 during the Federal Reserve meeting; these historical references can be checked, and I hope they are helpful to everyone.
Today, I am sending everyone a BTC red envelope; follow me so you don't get lost, and enjoy the insights from the charts.