I spent the evening catching up on the news and spotted an interesting trend: project teams have suddenly started paying users back en masse.
$APT is really going all-in here—the foundation proposed slashing the staking yield from 5.19% to 2.6%, cutting it in half. Gas fees are also set to increase tenfold, and 210 million APT will be permanently locked up, accounting for roughly 18% of the circulating supply. Annual unlocks will drop by 60% too. They’re clearly moving toward a deflationary model. Stakers will definitely complain in the short term, but the selling pressure will be significantly lower.
$PYTH is even bolder. The DAO just approved the “100% rule”: all product revenue will go toward buying back tokens on the open market. Previously, only a third was used for buybacks; now they’ve tripled it. With a market cap of $590 million, I’d call this a serious show of commitment.
But the broader market isn’t playing along. In October, outflows from BTC and ETH ETFs have already approached $1 billion. Oil prices are still heating up amid tensions in the Middle East, and U.S. Treasury yields are heading toward 6%. Liquidity is really tight.
My personal take: in this market, people aren’t buying empty promises anymore. Capital is flowing toward whoever is actually using real money to buy back and lock up tokens. This shift is worth watching, but don’t rush in—let things play out for a while.
#Aptos #PYTH #比特币ETF #代币经济学 #Binance Square
NFA DYOR
$APT is really going all-in here—the foundation proposed slashing the staking yield from 5.19% to 2.6%, cutting it in half. Gas fees are also set to increase tenfold, and 210 million APT will be permanently locked up, accounting for roughly 18% of the circulating supply. Annual unlocks will drop by 60% too. They’re clearly moving toward a deflationary model. Stakers will definitely complain in the short term, but the selling pressure will be significantly lower.
$PYTH is even bolder. The DAO just approved the “100% rule”: all product revenue will go toward buying back tokens on the open market. Previously, only a third was used for buybacks; now they’ve tripled it. With a market cap of $590 million, I’d call this a serious show of commitment.
But the broader market isn’t playing along. In October, outflows from BTC and ETH ETFs have already approached $1 billion. Oil prices are still heating up amid tensions in the Middle East, and U.S. Treasury yields are heading toward 6%. Liquidity is really tight.
My personal take: in this market, people aren’t buying empty promises anymore. Capital is flowing toward whoever is actually using real money to buy back and lock up tokens. This shift is worth watching, but don’t rush in—let things play out for a while.
#Aptos #PYTH #比特币ETF #代币经济学 #Binance Square
NFA DYOR