Mihai Grigore ๐Ÿš€ (@tech_metrics) 's Twitter Profile
Mihai Grigore ๐Ÿš€

@tech_metrics

Techie on valuable metrics. Doer. To the point

ID: 756056029

linkhttps://www.mihaigrigore.com calendar_today13-08-2012 23:43:16

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Mihai Grigore ๐Ÿš€ (@tech_metrics) 's Twitter Profile Photo

2024 marked a resurgence in players' onchain DAAs to an ATH of ~7m DAAs in Dec'24. 2024โ€™s most notable trends: - Telegram mini-games - adoption from Web2 gaming - play-to-airdrop campaigns as a GTM strategy. h/t capradavis More in consumer section of the Messari Theses

2024 marked a resurgence in players' onchain DAAs to an ATH of ~7m DAAs in Dec'24. 2024โ€™s most notable trends: 
- Telegram mini-games
- adoption from Web2 gaming
- play-to-airdrop campaigns as a GTM strategy.
h/t <a href="/capradavis/">capradavis</a> 

More in consumer section of the <a href="/MessariCrypto/">Messari</a> Theses
Mihai Grigore ๐Ÿš€ (@tech_metrics) 's Twitter Profile Photo

Published research has a problem: if experiments cannot be reproduced, the results cannot be truly verified. DeSci aims to solve for transparency of data sets & methodologies. Bullish DeSci ๐Ÿš€

Lucian Mincu (@lucianmincu) 's Twitter Profile Photo

gm gm โ˜€๏ธ๐Ÿ‡จ๐Ÿ‡ญ seems that thereโ€™s quite a small world after all, even here at CfC St. Moritz ๐Ÿ˜Ž๐Ÿ˜Ž๐Ÿค“

gm gm โ˜€๏ธ๐Ÿ‡จ๐Ÿ‡ญ

seems that thereโ€™s quite a small world after all, even here at <a href="/cfcstmoritz/">CfC St. Moritz</a> ๐Ÿ˜Ž๐Ÿ˜Ž๐Ÿค“
Mihai Grigore ๐Ÿš€ (@tech_metrics) 's Twitter Profile Photo

Most DePINs require "skin-in-the-game": - Digital Resource Networks primarily use a Stake for Access token incentive model; - Physical Resource Networks primarily use a Node-Purchase model. Check my research w/ Robert Koschig (1kx) & Dylan Bane (Messari) below:

Most DePINs require "skin-in-the-game": 
- Digital Resource Networks primarily use a Stake for Access token incentive model;
- Physical Resource Networks primarily use a Node-Purchase model.

Check my research w/ <a href="/KoschigRobert/">Robert Koschig</a> (<a href="/1kxnetwork/">1kx</a>) &amp; <a href="/dylangbane/">Dylan Bane</a> (<a href="/MessariCrypto/">Messari</a>) below:
Robert Koschig (@koschigrobert) 's Twitter Profile Photo

Today, we 1kx release Part 2 of our DePIN Tokenomics Series with Dylan Bane and Mihai Grigore ๐Ÿš€ from Messari. We analyzed the reward mechanisms of 27 DePINs - here's what the data reveals ๐Ÿงต

Mihai Grigore ๐Ÿš€ (@tech_metrics) 's Twitter Profile Photo

How profitable is it to run decentralized infrastructure? Looked at profit margins for Decentralized Physical Infrastructure Networks (DePINs): For ๐——๐—ถ๐—ด๐—ถ๐˜๐—ฎ๐—น ๐—ฅ๐—ฒ๐˜€๐—ผ๐˜‚๐—ฟ๐—ฐ๐—ฒ ๐—ก๐—ฒ๐˜๐˜„๐—ผ๐—ฟ๐—ธ๐˜€ (๐——๐—ฅ๐—ก๐˜€), reward based profit margins range from 0% to 200%. ๐——๐—ฅ๐—ก๐˜€ ๐˜๐—ต๐—ฎ๐˜

How profitable is it to run decentralized infrastructure? Looked at profit margins for Decentralized Physical Infrastructure Networks (DePINs):

For ๐——๐—ถ๐—ด๐—ถ๐˜๐—ฎ๐—น ๐—ฅ๐—ฒ๐˜€๐—ผ๐˜‚๐—ฟ๐—ฐ๐—ฒ ๐—ก๐—ฒ๐˜๐˜„๐—ผ๐—ฟ๐—ธ๐˜€ (๐——๐—ฅ๐—ก๐˜€), reward based profit margins range from 0% to 200%. ๐——๐—ฅ๐—ก๐˜€ ๐˜๐—ต๐—ฎ๐˜
Cornaro Labs (@cornarolabs) 's Twitter Profile Photo

๐Ÿš€ VC Panel ETH Bucharest ๐Ÿ‡ท๐Ÿ‡ด โ€œLetโ€™s get ugly quickly & make mistakes early.โ€ ๐Ÿง  AI x Blockchain = coordination power ๐Ÿ‘ฉโ€๐Ÿš€ Founders: obsession > code. Being technical isnโ€™t a must anymore! ๐ŸŽฎ GameFi: big potential, but weโ€™re early. Gamers resist switching games or adopting

๐Ÿš€ VC Panel <a href="/ETHBucharest_/">ETH Bucharest</a>  ๐Ÿ‡ท๐Ÿ‡ด
 
โ€œLetโ€™s get ugly quickly &amp; make mistakes early.โ€

๐Ÿง  AI x Blockchain = coordination power
๐Ÿ‘ฉโ€๐Ÿš€ Founders: obsession &gt; code. Being technical isnโ€™t a must anymore! 
๐ŸŽฎ GameFi: big potential, but weโ€™re early. Gamers resist switching games or adopting
Mihai Grigore ๐Ÿš€ (@tech_metrics) 's Twitter Profile Photo

๐‹๐ข๐ช๐ฎ๐ข๐๐ข๐ญ๐ฒ ๐ข๐ฌ ๐ค๐ข๐ง๐  โ€” it drives valuations of digital assets. So is the case for decentralized networks. ๐–๐ก๐š๐ญ ๐๐จ๐ž๐ฌ ๐ญ๐ก๐š๐ญ ๐ฆ๐ž๐š๐ง? Despite similar revenues, certain decentralized networks have higher fully diluted valuations (FDVs) and price-to-sales

๐‹๐ข๐ช๐ฎ๐ข๐๐ข๐ญ๐ฒ ๐ข๐ฌ ๐ค๐ข๐ง๐  โ€” it drives valuations of digital assets. So is the case for decentralized networks.

๐–๐ก๐š๐ญ ๐๐จ๐ž๐ฌ ๐ญ๐ก๐š๐ญ ๐ฆ๐ž๐š๐ง?
Despite similar revenues, certain decentralized networks have higher fully diluted valuations (FDVs) and price-to-sales