Posts
avatar

Why ethereum:0x5dd1a7a369e8273371d2dbf9d83356057088082c @flyingtulip_ makes so much sense: 🔹 94% of the supply is marked for burn once protocol revenue reaches the $3,500/day target. 🔹 All protocol fees, revenue, and yield are designed to buy back FT from spot. 🔹 Only two products are live today: ftUSD and margin lending. Neither has been switched on to its full potential yet. 🔹 Spot, TRS, and futures are still to come. Spot will use a CLOB + AMM hybrid model. 🔹 Margin lending: more borrowing = more interest for suppliers = more buy pressure on FT. 🔹 ftUSD is the real scaling trojan horse. Right now, it is mostly an intermediary asset that can be staked as sftUSD for yield. 🔹 With Spot, liquidity can be denominated in ftUSD. It can work as collateral, while idle resting orders can earn yield, creating more FT buybacks. 🔹 As more ftUSD use cases unlock, the ftUSD/sftUSD ratio can move higher, increasing yield for stakers. So you have core spot revenue, resting limit order yield, ftUSD margin collateral, borrower interest, unused supplier liquidity on margin lending, and LP fees all feeding buy pressure into FT on spot. And this happens against 94% reduced supply. CT is not ready.

This content is for informational and educational purposes only. It may include third-party insights, sponsored content, or promotional material for which the creator may receive compensation. Nothing in this feed constitutes investment advice or a guarantee of returns. You are solely responsible for your own investment decisions. Always conduct your own research and exercise caution before trading. We do not guarantee the accuracy of third-party information and are not liable for any losses incurred. Past performance is not indicative of future results. Please refer to our Community Terms and Risk Disclosure Statement for details.

avatarPost your reply

Comment