5 Comments

This is spot on. CEX listing cost > CEX listing value. All the Tier 1 protocols of old did NOT list on a CEX first, and trust me, they existed back then too.

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amazing insight's Arthut, TY <3

We're already implementing on our project, hence seems we are ahead of the trend

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Betrays a naive misunderstanding of how price discovery works. Dropping prices for new listings by 40-50pc as suggested here wouldn’t make any difference at all. Retail would still lose a similar amount of money because there is no fundamental value in most projects. Price is the only metric and the only dynamic in 99% of ‘projects’.

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Very similar line of thought as Murad’s memecoin thesis. Thanks for the deep dive.

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Arthur this is a quick read. Maybe you will encounter some new information.

https://anonymint1.substack.com/p/whither-the-markets-and-global-economy

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