Rich Peter
Investor, Crypto, US Stocks & High-Dividend ETFs
Aptos's real catalyst is deflationary tokenomics now matched by fast infrastructure. Proposal 183 set a strict 2.1B APT hard cap and burns 100% of gas fees, so every transaction spike addresses fears of dilution from VC selling. Its Block-STM V2 parallel execution delivers sub-50ms block times for heavy gaming and DeFi throughput, and per @BSCNews Aptos has processed over 4 billion transactions. x.comÂ
Aptos has its clearest positioning in a while, as the execution layer for onchain markets, trading systems, institutional finance and AI agents rather than a generic chain. As markets move onchain and machines become active participants, performance, reliability and low latency matter. The Aptos Foundation and Aptos Labs are committing over $50 million to infrastructure, products, research and a fund for trading and AI partners, with Decibel and Shelby supporting the push. x.comÂ
Mid-cap layer-1 tokens Sui, Aptos, NEAR and Injective show strong recovery potential as capital rotates from bitcoin and ether into mid-cap L1s, a gradual rerating on real fundamentals, not a 2021-style pump. Sui has TVL above ~$745M and ~954 monthly active developers; Aptos has parallel execution and dev traction; NEAR logged ~314M Q1 transactions despite slowing activity; Injective launched real-time USDC settlement. Every bull cycle needs strong L1 activity, so L1s should move together soon. … Show more
Ethereum is losing the tokenized real-world asset race to Stellar, Avalanche and Aptos, and since RWA liquidity is crypto's stickiest, today's issuance choices are likely 5-10 year commitments. Over 30 days Ethereum shed $1.63 billion of RWAs while Stellar added $810 million (+63%), Avalanche rose 45% and Aptos 38%. DTCC is connecting its tokenized securities platform to Stellar. Ethereum still holds $14.65 billion, but its share of new issuance is eroding. x.comÂ
Tokens that fund buybacks from revenue gained another reason to catch a bid after SEC staff said buybacks alone don't make an otherwise non-security token a security once its protocol is live. More usage can mean more fees for buybacks: Hyperliquid fees buy HYPE, Raydium swap fees buy RAY, and Pump, Jupiter, PancakeSwap, Aster, NEAR, Pendle, Maple and Sky do similar. Uniswap burns UNI from pool fees; Lido's DAO buys LDO by accumulation. Buybacks must be big relative to market cap and new supply. … Show more
Hyperliquid is among the crypto projects proving that real revenue used for buybacks and burns drives the best long-term performance. Tokens without revenue, or whose buybacks do not offset emissions and unlocks, are inflationary assets relying on sentiment. Projects with revenue and value accrual, including Hyperliquid and GEODNET, held up surprisingly well through the bear market. x.com x.com x.comÂ
Ether is not worth buying or using until Ethereum fixes its gas fees, which are too high. x.comÂ
