In my research arc, I find good tokens based on earnings, value capture & dilution. Then I trade them :) Ex-growth @radarblock.
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Hear me out: A good protocol doesn’t automatically make a good token.
So here's how you find good tokens 👇
After 2021, my naive ass turned into an altcoin maxi, like most of CT.
I was sure alts would run like last time. They didn't.
BTC left most of them behind.
Now most people think the lesson is "alts are dead."
It's not.
Here's the thing. Most tokens never had a real link to the business.
The protocol can make millions. But if none of that value reaches the token, holders can still get nothing.
So I stopped picking narratives and started asking 3 questions:
→ Is the business real?
How much does the protocol actually earn, and how much of that value accrues to the token?
→ Am I overpaying?
How much am I paying for every $1 of value that reaches token holders?
→ How much dilution is coming?
How much supply is still locked and waiting to hit the market?
If you can’t answer those 3 questions, you’re buying the ticker without understanding what’s behind it.
So I built a free Token Dashboard that answers them for you:
→ 22 tokens on one chart: strong vs weak, cheap vs expensive
→ Live prices + revenue data from CoinGecko and DeFiLlama
→ A trend arrow showing where each token moves if the last 3 months' revenue trend continues
→ A green ring around the tokens that pass my screening criteria
→ Full research on ENA and Meteora, with more coming
Check it out here: tldr-dashboard-rangoxyz.verc…
Reply with the ticker. I’ll add the most requested ones next.
Not financial advice.
Adding to this solana:METvsvVRapdj9cFLzq4Tr43xK4tAjQfwX76z3n6mWQL dip. Cautious below $0.245.
Targeting $0.6 in the medium term.
It generated $37M in fees over the last 30 days, but monthly revenue is down 22% (memecoins were down all month).
PA remains strong and trending.
PS: It moved 80% on my last mention :)
Daily TL;DR #026
Hayes Dumps Book, BTC Slips Under $80K
$813M liquidated; Initia traces $2.7M drain to MoveVM bug.
Read the full TL;DR here 👇
tldrbyrango.beehiiv.com/p/da…
Daily TL;DR #025
BTC ETFs bleed $635M. Initia halts on an infinite mint exploit. UAE-led sweep tracks $39B in scam funds.
Read the full TL;DR here 👇
tldrbyrango.beehiiv.com/p/da…
Daily TL;DR #024
BTC Drops to $81k, $402M Longs Liquidated
Robinhood wins Dubai crypto approval; China eyes 61,800 BTC.
Read the full TL;DR here 👇
tldrbyrango.beehiiv.com/p/da…
Daily TL;DR #023
Pump..fun signs Kimchi.
Solana's Alpenglow cuts finality to 150ms; ZEC jumps 10.8%; SpaceX-Tesla merger talks surface.
Read the Full TL;DR here 👇
tldrbyrango.beehiiv.com/p/da…
Daily TL;DR #022
BlackRock files a buffer BTC ETF as IBIT pulls $665M.
Drift exploiter sends $61.6M to Tornado Cash, and France eyes a 31.4% stablecoin swap tax.
Read the Full TL;DR here 👇
tldrbyrango.beehiiv.com/p/da…
Daily TL;DR #021
Green Monday.
BTC bounces above $82k. Qubic halts the chain after a $ 1.4K wallet drain. JPM Coin goes live on Ethereum. 23.6M ZRO unlocks tomorrow.
Read the Full TL;DR here 👇
tldrbyrango.beehiiv.com/p/da…
Daily crypto TL;DR #020.
Chip-stock perps lose $52M in 10 minutes as crypto ETFs shed $610.7M.
Nine firms block OKXICE tokens; Monero leads a privacy bid.
Read the full TL;DR here 👇
tldrbyrango.beehiiv.com/p/da…
