AJC
Messari
10.3K posts
user avatar
AJC
Messari
@AvgJoesCrypto
@blockworksres | Freedom Maxi | Tweets/Opinions are my own | NFA
messari.io/research/ajc
Joined August 2021
4,541
Following
19K
Followers
  • Pinned
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    AJC
    Messari
    @AvgJoesCrypto
    Jun 1
    🚨NEW ATH FOR ONCHAIN GACHAS🚨 After setting ATHs in spend volume in both March ($148.6M) and April ($184.0M), the sector set another ATH in May at $227.6 million (24% MoM growth)! The top 7 TCG platforms by May spend: 1) @Collector_Crypt - $90.5M 2) @Courtyard_io - $58.8M 3)
    92K
  • user avatar
    AJC
    Messari
    @AvgJoesCrypto
    Oct 7, 2025
    Kinda funny how Base is basically telling everyone that you're gonna get an airdrop for being active in the ecosystem, and absolutely nobody on CT cares
    82K
  • user avatar
    AJC
    Messari
    @AvgJoesCrypto
    Sep 6, 2025
    Ethereum is dying. Despite $ETH reaching new ATHs in August, Ethereum revenue in August was $39.2 million. To put that in perspective: - Down 75% from Aug-23 ($157.4 million) - Down 40% from Aug-24 ($64.8 million) - 4th lowest monthly revenue since Jan-21. Ethereum’s
    422K
  • user avatar
    AJC
    Messari
    @AvgJoesCrypto
    Sep 4, 2025
    I don't know who needs to hear this, but you should not be using revenues to buy back your token. I don't know why CT has become so fixated on buybacks, but in 99% of cases, they're a bad idea. Reinvesting revenues to grow the business > Distributing value to tokenholders
    200K
  • user avatar
    AJC
    Messari
    @AvgJoesCrypto
    Apr 2, 2022
    Sorry @stablekwon, but the Curve Wars are NOT over. The 4pool has merely changed the game. What was once a game for profits, is now a game of survival. Read our full take on this new era of the Curve Wars: avgjoescrypto.substack.com/p/the-curve-wa… If you enjoyed, please give this a RT!
    The Curve Wars Go Hot
    From avgjoescrypto.substack.com
  • user avatar
    AJC
    Messari
    @AvgJoesCrypto
    Apr 14, 2022
    Lately, there’s been a lot of talk about $FPI & $FPIS. If you’ve been wondering what they’re about, I got you covered. Here’s a thread going over: -What they are -How they work -And what it means for you 🧵👇
  • user avatar
    AJC
    Messari
    @AvgJoesCrypto
    Oct 7, 2025
    Some longer thoughts on the $BASE token: The game theory around the upcoming BASE token is particularly interesting because it marks the first time a publicly traded company will launch a token. Traditionally, TGEs and airdrops act as liquidity events for private investors and
    user avatar
    jesse.base.eth
    Base
    @jessepollak
    Oct 2, 2025
    if you have ideas, feedback, hopes, or dreams for our exploration of a @base token, please send them to @kabir_base we shared this openly so we could listen and learn from all of you — and I've been blown away by the input in just the first two weeks
    121K
  • user avatar
    AJC
    Messari
    @AvgJoesCrypto
    Mar 13, 2022
    The talk of the town lately has been @anchor_protocol and it’s 19.5% $UST deposit rate. There’s been a lot of confusion and misinformation going around Twitter about it, so let’s set the record straight. Thread time 🧵👇
  • user avatar
    AJC
    Messari
    @AvgJoesCrypto
    Oct 10, 2024
    .@arbitrum desperately needs to change its strategy. The DAO is effectively useless and Arbitrum Orbit is badly losing to the @Optimism Superchain. Arbitrum is the best L2 by far: - Most decentralized - Most liquidity - Fastest block times - Supports multiple VMs Yet,
    66K
  • user avatar
    AJC
    Messari
    @AvgJoesCrypto
    Jun 25, 2025
    Uniswap has done irreversible damage to this industry. Not only do they effectively steal money from unsuspecting retail through the $UNI token, but they have the audacity to charge fees on their front end. They have made 9 figs, possibly even 10 figs off this. All this money
    user avatar
    Uniswap
    @Uniswap
    Jun 24, 2025
    Drip on drip ☕️ Uniswap Cafe is now open Right outside Uniswap House
    81K

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