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Bonk 生態迷因幣展現強韌勢頭
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有消息稱 Pump.fun 計劃 40 億估值發幣,引發市場猜測
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Solana 新代幣發射平臺 Boop.Fun 風頭正勁
強烈推薦這段1分鐘的視頻。它精確地指出了今天的代幣經濟學問題。
@delabs_james稱之為ROTS(代幣支出的回報)。如果一個代幣的實用性所帶來的收入至少沒有它所發放的多,那麼你基本上就是注定失敗。再多的消耗或鎖定也無法拯救它。
一些值得注意的例子:
- @berachain:PoL將安全性與流動性提供者(LPs)綁定,但追逐收益的飛輪反轉:前期發放的排放量 + 流動性外流使$BERA從$9跌至<$1.7
- @CurveFinance:veCRV鎖定了超過50%的供應量,並將LPs與費用對齊,但CRV仍然追蹤協議收入
- @AerodromeFi:在@base上使用ve(3,3)在幾周內啟動了超過$1b的TVL;現在的排放量超過了有機交易量
- @boopdotfun:從費用分享、空投、KOL獎勵到教主排行榜,拉出了整個劇本,但活動在一周內下降了90%。
代幣經濟學並不是無用的,只是被高估了。穩定的產品搭配普通的代幣經濟學勝過一個複雜的代幣經濟學的弱產品。建立一些人們願意支付的東西,找到產品市場契合(pmf),然後與他們分享價值。

7月9日 13:32
🔥 Use it as a new indicator: ROTS
James (@delabs_james ) l Former CEO of NEXON said about Sustainability of WEB3 Game & Tokenomics.
He said that no matter how excellent the tokenomics may be, a project cannot be sustainable if it cannot generate revenue in proportion to the actual utility of the token. This insight was based on the traditional marketing concept of ROAS (Return on Advertising Spend), which measures revenue per advertising cost.
📂 How about Delabs(@delabsOfficial )
Delabs went through a process to find the game genre that best fits Web3.
AAA-style and @delabsRRS had too many requirements and high barriers, making them not 100% suitable.
GCB(@GIGACHADBAT ). casual game, created a large user base through simple gameplay, but it was difficult to integrate Web3 elements.
Midcore game BSX(@BoxingStarX ), on the other hand, combined simple gameplay with the acquisition of collectibles through achievements and quest progression, which successfully drove player immersion and sustained engagement.
Through this approach, Delabs generated $1.2M in revenue within just three months. This is a figure suitable for building a sustainable economy based on ROTS.
Furthermore, Delabs is launching a game utilizing the major IP Ragnarok alongside its TGE. By leveraging AI technology to shorten publishing timelines, Delabs aims to release many profitable games in a short period, continuously working to maintain ROTS.
Having achieved legendary accomplishments in Web2, he believes that now is the perfect timing for Web3 and gaming to truly thrive and at the center of it all is Delabs.
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