Emperor Osmo 🐂 🎯

Emperor Osmo 🐂 🎯

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Crypto Research | Data Insights | Previous Contributor @Osmosiszone @artemis | Market Insights👇

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Emperor Osmo 🐂 🎯

I don't know if I can even be mad at VCs at this point. Watching some of these ROIs over the past cycle has been downright depressing. I'm more concerned that the lack of performance will drive capital out of the markets. - @ethena ( $ENA) lead Dragonfly, best roi of this list, 23x - @ondo ( $ONDO) lead Pantera Capital, 7x - @SuiNetwork ( $SUI) lead A16z, 4x - @SeiNetwork ( $SEI) lead multicoin, 3x - @AethirCloud ( $ATH) lead Hashkey, 2.9x - @arbitrum ( $ARB) lead Lightspeed, 1.7x - @arkham ( $ARKM) leads Coinbase, 1.3x - @eigencloud ( $EIGEN) lead Blockchain Capital, 0.7x Benchmark return for VCs this cycle? 1X Returns for VCs past cycle at ATHs? 563X - $AVAX was a 366x for Dragonfly - $SOL a 1000x for Multicoin - $AXS a 2000x for Animoca - $EGLD a 1000 for Binance Labs A healthy market needs to be able to speculate on future valuations; speculation appears to be minimal this cycle compared with previous ones.

Emperor Osmo 🐂 🎯

As crypto markets navigate ongoing volatility, investors are increasingly seeking stability and security in their assets. This trend is reflected in the strong performance of reUSD and reUSDe over the past month: • reUSD has reached $109M in outstanding supply (up 2%) while maintaining a competitive 7.3% APY. • reUSDe has experienced exceptional growth, surpassing $6.5M in outstanding supply (+116.6% increase month-over-month) while offering an attractive 12% yield. Re's defensively positioned products continue to showcase resilient performance in challenging market conditions, providing users with both stability and yield.

Emperor Osmo 🐂 🎯

Maybe bidding AI coins with no relationship to the actual product was not a good idea.

Emperor Osmo 🐂 🎯

It's not about price, yet builders have been on a decline for well over a year now. → Developer activity peaked in May 2025. → Activity is back to Jan 2024 levels. Until builders get interested in this space again I don't see a meaningful recovery. Build it and they will come. twitter.com/Flowslikeosmo/stat...

Emperor Osmo 🐂 🎯

Be like $STABLE. - $41K TVL - +220% from the lows - FDV 2X of $XPL - Zero catalysts - Zero announcements Right into a $25.80M unlock this week.

Emperor Osmo 🐂 🎯

Best Performing Tokens Over the Past Week 1. $STABLE +40% - TVL $41k? - Mainnet upgrade coming - Looks like a crime pump though, zero material news, and the token is +227% from the lows. 2. $HYPE +29% - HIP 3 OI markets continue to hit ATHs driven by a surge in commodities trading. - HIP-4 (prediction markets) are coming onchain. 3. $CC +23% - $178b in TVL from Represented RWAs - Up 52% over the past 2 weeks - Still one of the best RWA tokens this year.

Emperor Osmo 🐂 🎯

This is bullish for the demand on tokenized copper.

China is stocking up on copper now so it has enough later, even if global supply tightens or prices rise.

Emperor Osmo 🐂 🎯

Brutal Q4 - Q1. Only 1 in 10 top crypto tokens are in the green over the past 90 days.

Emperor Osmo 🐂 🎯

The AI bull case is also a copper bull case You can’t build AI infrastructure without massive amounts of copper Power systems. Data centers. Hardware. Transmission. All copper intensive Most people are trading AI tokens with zero connection to reality $copperinu actually has a thesis that makes sense An extremely important commodity moved on-chain Do with that what you will

Emperor Osmo 🐂 🎯

Lido is the perfect story of a sound business with poor tokenomics. Staked assets remain near ATHs, while $LDO is down -97% from its ATH. - Cost of revenue stands at 90% - Meanwhile, incentives have not increased earnings over the past year. $LDO used to be thought of as an $ETH beta, if only they would drive some of that revenue back to token holders. Data: @tokenterminal

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