SYRUP (SYRUP)

.@maplefinance is generating $30MM in annualized revenue, hitting new ATHs every month (Feb is only through 23 days in the chart). The $SYRUP quarterly investor call is on Thursday, which is the closest thing we have today in crypto to equity earnings announcements/reports. On the call we will likely get updates on projected financials, product roadmap, and pipeline. Also, because of broader market weakness, it is currently trading at sub 8x protocol revenue (not even factoring in future growth). $SYRUP was trading at triple the current price over the summer when revenue was $20MM annualized yet we had stronger markets. Assuming we get some good updates I wouldn't be surprised to see strength in the token after the call (assuming of course markets hold generally). Will be interesting to follow.

Maple's syrupUSDT and syrupUSDC continue to scale across chains. The total bridge volume has surpassed $5B. https://t.co/5v2lkRTJEj

There's a trade shaping up for $SYRUP. - AUMs continue to grow despite market conditions ( $4.8b vs. $5.2b ATH). - Outstanding loans grew by 80% over the past 3 months. - Revenue hit another ATH of $2.5m. - Meanwhile, $SYRUP is now down by 65% from its ATHs. They've already crossed $750m in assets on @aave. Revenue continues to grow. 25% of the revenue generated is used to buy back the token. I think $SYRUP is reaching deep value territory. Data: @tokenterminal

I have been watching and clipping Sid’s podcasts since last year and they never miss. - Zero clout chasing. - No noise or hype bs. Just real founder level insights on: - The DeFi/TradFi space from the inside. - The role Maple plays in the ecosystem. - How to position for what is coming next. Check out some of the most recent podcasts and clips from @rektdiomedes thread below 🔻 I will be sharing some key takeaways clips soon…

Alt selling pressure has a 5 year ATH. This is the result of countless projects deploying tokens with extractive tokenomics: - No use cases (purely governance) - No revenue share/ value accrual - Launching tokens pre PMF - Poor vesting schedules - Predatory ICOs It's clear, retail paid the price; the smart money has moved on, and 99% of alts will never come back. Does that mean it's the end? No We're already seeing the pendulum starting to swing towards fundamentals. Protocols sharing revenue generated ( $SYRUP, $AAVE, $HYPE, $SKY, $UNI) Protocols revamping lockups and incentives models ( $PENDLE) Protocols implementing buybacks ( $FLUID) Fundamentally sound protocols will continue to thrive and survive this downturn.

It's not that the market is dead; it's that the speculative markets are dead. Liquidity is finding its place, and it's in key NeoFinance projects. Look at: - @maplefinance ( $SYRUP) with syrupUSDC hitting another ATH (over $1.6b) - @aave ( $AAVE) with $23b in active loans, around 62% marketshare courtesy of becoming the RWA lender. - @pendle_fi ( $PENDLE) MAUs +44% QoQ as they evolve into a stablecoin-first DeFi app. - @Uniswap ( $UNI) continues to show strength amid the market downturn with a moat in their trading volume ~$243b over the past quarter. Each of these protocols has a moat, all dominating their respective narratives, generating fees, and producing real value. The markets are simply returning to fundamentals.