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Nov 16, 2022 6 tweets 3 min read Read on X
Fully diluted market cap (FDMC) is the maximum supply of tokens multiplied by the token price.

It asks the question: What if all tokens were in circulation? Image
If a #fullydilutedmarketcap is much higher than the market cap, it means there are a lot of tokens locked up waiting to come on the market. Image
Example:
If the market cap is only 10% of the FDMC and assuming the tokens are all released in the next year, the project has to demonstrate 10x growth (1000% !) in a year just to MAINTAIN its current price. Image
This is an extreme case. Usually, 90% of the supply is not released that quickly. But you can use the comparison of FDMC and MC to guide you toward asking the pertinent next questions in your research.
Look at @0xPolygon and its $MATIC token.

Circulating supply = 8.7B tokens
MC = $8.3B

Total supply = 10B tokens
FDMC = $9.4B

The remaining 1.3B tokens will be vested over 3 years

This leads to ~5% yearly inflation rate.

5% YoY growth should be doable for Polygon = bullish! ImageImage
If you want to go deeper and learn the #basicsoftokenomics quickly, in a structured format, consider taking our course.

Our students love it, and you will too...

tokenomicsdao.thinkific.com/courses/tokeno… Image

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More from @Forgd_

May 10, 2023
Tackling the #crypto trilemma, #PartisiaBlockchain aims to address scalability, privacy, and interoperability with a dual-layer approach.

Ambitious? Definitely.

Let's take a closer look at the project and its distinctive #tokenomics. @partisiampc

🧵 by @FlorentPorrot

1/15 Image
Offering a dual-layer solution, Partisia features consensus, governance & interoperable Zero-Knowledge & Oracle services.

The 2nd layer is essentially a platform for ZK computations - on-chain, off-chain, inter-chain, bolstering blockchain privacy in a decentralized way.

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Decentralized nodes ensure security and integrity. As #web3 leans towards transparency, control over information is paramount.

By harnessing a global network of ZK computation nodes, Partisia enhances privacy and security, opening doors to secret voting, secure aid, etc.

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Apr 25, 2023
@SuiNetwork recently announced the deployment of its Community Access Program that grants early contributors access to dicounted $SUI.

The #Suinami is at our doorstep, will you know how to swim?

A 🧵 by @giorgionchain

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#Sui is a low-latency, high-throughput permissionless L1 whose instant transaction finality makes it a prime candidate for on-chain use cases like #DeFi and #GameFi.
It focuses on horizontal scaling enabling parallel unrelated transaction processing

sui.io

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The Mysten Labs team, which comprises former Diem (@Meta) developers (@EvanWeb3, @EmanAbio, @b1ackd0g), secured backing from high-profile crypto VC funds (@a16zcrypto, @BinanceLabs, @cbventures, @circle), by raising millions in series A and B financing round

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Apr 11, 2023
Is @LiquityProtocol The holy grail of decentralized, resilient stablecoins in DeFi, and perhaps even the MakerDAO killer?

Following $USDC's depeg, $LUSD has been the biggest stablecoin winner in terms of market cap percentage gain.

Here's how it works🧵by @imajinl
Liquity is a decentralized stablecoin issuer that allows users to open collateralized debt positions (CDPs) by minting $LUSD stablecoins against their $ETH collateral, arguably one of the most pristine collaterals in crypto
Let's get into the details.

First, let me introduce you to troves, the core of the Liquity protocol.

The diagram below is a high-level overview of how troves work.

Think of troves as Liquity’s equivalent of MakerDAO’s vaults, but with a few nuances.
Read 42 tweets
Feb 23, 2023
🚨NEW PROTOCOL LISTED ON TOKENOMICS HUB

This time it's @Polkadot!
⚙Token Utility

$DOT is used for payment of the transaction fees. Users can stake their $DOT and secure the network while enjoying staking rewards. Moreover, holders can participate in governance and parachain slot auctions.
🙌Demand Drivers

There are multiple demand drivers, such as payment of transaction fees, on-chain governance, parachain slot auctions, and staking yields.
Read 8 tweets
Feb 22, 2023
Today is Tokenomics DAO's twitter birthday, let's celebrate some of our achievements! 🎉

We want to share with you this fantastic growth journey that has brought us to where we are now, reaching goals we didn't even dream of!
What do we do? 🤔

• We advise projects in the tokenomics field

• We create in-depth tokenomics analysis

• We provide tokenomics courses accessible to all

• We provide tokenomics design tools [WIP]

• We've built our own tokenomic centric platform [WIP]
Our growth 🚀
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Feb 17, 2023
@arielfleite666 (TDAO) and @indiv_0110 (@BNBCHAIN) partnered to develop a framework for analyzing product-token alignment.

We realized proper product design is required to improve token incentives.

However, that varies according to the product development phase. Image
For early-stage products, tokens should incentivize user and/or liquidity growth.

For late-stage products, tokens should enable community governance to decentralize product development.

This framework applies to different sectors, let's see how it works for P2E economies.
@GodsUnchained is an excellent example of a web3 game using tokens to drive user growth (acquisition + retention) in the early development phase.

$GODS launched in 2021 as a requirement to mint cards into NFTs, debuting their P2E economy.

Here is how $GODS drives user growth. Image
Read 10 tweets

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