Coinstruct | Tokenomics – Telegram
Coinstruct | Tokenomics
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All about Tokenomics: for founders, investors, VCs and degens.

⚡️Coinstruct.tech - Tokenomics Development Agency. Contact: @maxinc3 (CEO)
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Coinstruct is proud to be Top-1 Tokenomics Provider on the market according to the rating by InnMind.

Read the article here: https://blog.innmind.com/top-web3-tokenomics-service-providers-to-watch-in-2025/

We've worked with more than 35 Web3 Protocols across various crypto verticals. Coinstruct is trusted by $5B chains and has 15+ professionals in the core team.

Join us on the journey to become global crypto corporation in the next 2-3 years⚡️
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Hyperliquid Success Summary - a real case of token success and Product-Market Fit in Web3

Hyperliquid has amassed $1.58 billion USDC in assets. The airdrop distributed 274 million HYPE tokens, driving the token’s market cap to $4.75 billion and its FDV to $14.2 billion. Hyperliquid's futures open interest has grown 58.5% to $3.55 billion, and its daily trading volume hit a record $9.79 billion. Its Assistance Fund, backed by USDC trading fees, has repurchased 567,083 HYPE tokens and generated $82 million in profit, while the Hyperliquid Provider Vault (HLP) has earned $45 million in PnL gains with a 34% APR. With estimated annual revenue of $94.41 million, Hyperliquid is now one of the most profitable crypto protocols. Data Source.
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Are you paying attention to Bitcoin's short-term holder supply?

You should be.

Here's why:

During bull markets, *new money* (short-term holders) enters the market.

They buy tokens from long-term holders.

So, naturally, as the price rises, we tend to see a drop in long-term holder supply and an increase in short-term holder supply.

As this dynamic plays out, we get a view into the stability of the market structure.

After all, short-term holders are not *diamond handed.* So as their allocation rises, risk in the market rises with it.

------

What do we see today?

1. 16.6% of the supply is currently in the hands of short-term holders.

2. In the last cycle, BTC price peaked when short-term holders controlled 25% of the circulating supply.

3. Short-term holders are sitting on 25% gains on average (ST MVRV)

4. They were sitting on 45% gains in March. And the last cycle peaked when they were sitting on 80% gains.

Post is based on on interesting insight from Michael Nadeau (DeFi Report)

@CoinstructLabs
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Coinstruct in 2024:
A Year in Rewind🪄🌲

-$800M cumulative TVL across projects served.
-35 tokenomics systems expertly crafted for Web3 ventures.
-6 world-class specialists added to our growing team.
-5+ new tokenomics-focused products developed.
-50+ partners joined the expanding Coinstruct Network.
-Expanded operations to Singapore, Hong Kong, and 5+ countries.
-6,000 followers gained across social platforms, amplifying our global reach.
-Achieved #1 Tokenomics Firm status in international rankings.

In 2025 we're excited to continue building-up our methodology and products, integrating AI-agents into our simulations, develop token dashboards for our clients, conduct insightful researches on the innovative token distribution models and demand-generation mechanics.

Thank you for being with Coinstruct! And wish you all a Happy New Year!🤍❄️
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A meme of Token Liquidity
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Many ppl ask us to explain ZK, soo this a simplest way to describe how the ZK rollup process works:

1. Users send many transactions to the Layer 2 operator.

2. The Layer 2 operator batches these transactions and generates a ZK proof.

3. The ZK proof is submitted to the main blockchain, which verifies the proof and updates its state accordingly.

@CoinstructLabs
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Talking to a lot of AI infra projects & DeAI and agents, the space is moving extremely fast, here are some thoughts regarding Tokenomics for AI-based projects:

1. Connect network productivity to the main token. Platform fees should be charged for usage of the models alike data credits and a portion of this revenue should be directed to main platform token buyback&burns or buyback&LP, depending on the operational stage of the project.

2. Launch Token when you already have some traction & models being used or you have both supply & demand, if you are building in the DePin space aka marketplace equilibrium. So at the moment of TGE you have already accumulated some revenue that can be used to cope with listing sell-pressure.

3. Fixed Token supply models are actually not the worst for Web3 & AI, if you don't want to overcomplicate system design go for deflationary tokenomics.

@CoinstructLabs
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Just curious to know, that Worldcoin ($WLD) generates almost $10M of sell-pressure daily via linear token release:)
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Instead of fully performance-based emission approach, we would see a lot of tokens succed with mixed Supply model.

1. Fixed Supply - the most usable and straightforward emission model. X tokens, Y month vestings for Z pools.

However, the emissions are not tight to the protocol adoption & revenue generation. The Supply is predefined and time-based.

2. Performance-based emissions are different. The Supply can also be fixed, however, the emission rate is based on the Network adoption triggers: TVL, Volumes, MAU, ARR or others.

It can be chaos - as it's impossible to predict the product success.

So we believe in traditional fixed time-based approach for VCs/Liquidity + all necessary for TGE allocations, however, Network Incentives are best emitted using Performance-based distribution.

@CoinstructLabs
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Just found how Ralph Merkle compared Bitcoin to life:

"Bitcoin is the first example of a new form of life. It lives and breathes on the internet. It lives because it can pay people to keep it alive. It lives because it performs a useful service that people will pay it to perform… It can’t be stopped. It can’t even be interrupted. If nuclear war destroyed half of our planet, it would continue to live, uncorrupted".
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DPoS consensus protocol may not be adesirable approach for establishing a highly decentralized social media platform.

Just live with it now.
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Curious why some blockchain platforms fail despite strong ideas?

Steemit, a once-promising decentralized social media platform, faced significant issues rooted in its tokenomics. From wealth concentration to reward system exploitation, the platform’s design flaws offer valuable lessons for future projects.

Explore how misaligned incentives can undermine long-term growth—and why careful tokenomics planning is critical.

Read the full analysis by Coinstruct
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New Research Alert!🧑‍💻

Token Staking: Evaluating Economic Efficiency, Net Effects, and Sustainability

Many Web3 founders struggle with Staking: is it beneficial or distructive for a token economy?

We've created one of the most detailed analytical reports on staking with a focus on implementation in tokenomics.

What you can find here:

-Key staking models (fixed vs. dynamic, inflationary vs. real yield)
-Case studies of successful & failed staking implementations -How to optimize staking rewards without wrecking your tokenomics
-Comparison with other token utility models

Read the research: link

@CoinstructLabs
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High Staking Ration for tokens (% of the circulation which is "locked"): Good or Bad for the tokenomics?

We're excited to draw parallel between tokenomics and traditional macroeconomy. In this context, we envision token staking as "saving".

As staked (hard staked) tokens are typically not spent on consumption; they are held to earn a return (reward or yield). This is akin to putting money in a savings account to earn interest.

From a macro perspective, a high staking participation rate means a high aggregate propensity to save in the token economy. For example, networks like Cardano or Sui have 60–80% of tokens staked, indicating the majority of holders are saving (investing in network security) rather than transacting​. The upside is a strong commitment to the network (and reduced circulating supply with lower token velocity), but the downside is potentially lower usage of the token for commerce if too few tokens circulate. Projects should seek a balance where enough tokens are staked to secure the network and signal holder confidence, while enough remain liquid to facilitate transactions and utility.

@CoinstructLabs
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What if, we can estimate GDP, but in token economies?

GDP has proven to be the most effective metric in economic history - we're sure, that it can be vital in tokenomics design & monitoring as well!

In macroeconomics, GDP measures the total value of final goods and services produced, reflecting economic output. Similarly, a token economy’s “GDP” can be considered the total economic output or transactional value within that ecosystem. One way to quantify this is by using the Equation of Exchange (from monetary theory) tailored to crypto: 𝑀 × 𝑉 = 𝑃 × 𝑄. Where M is the total token supply in circulation, V is the token’s velocity (the average frequency each token is transacted), P is the price of goods/services in terms of the token, and Q is the quantity of goods/services exchanged. The term (𝑃×𝑄) represents the total value of transactions – effectively an analog to GDP for the token economy. Rearranged, velocity can be calculated as: V= P×Q / M.

This formula implies that a token’s Market Cap (which is 𝑀 × 𝑃) times its velocity equals the total transaction value in the network.

In other words, Token Velocity × Market Capitalization = “Token GDP” over the period. For example, if a protocol has 1,000 tokens in circulation (M) at $10 each and those tokens facilitate $20,000 worth of trades in a year (P×Q), then velocity 𝑉 = 20,000 / 10,000=2. This indicates the token supply turned over twice, and the network’s annual output (Token GDP) is $20,000.

@CoinstructLabs
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Coinstruct × TECH HY VC

We’re excited to announce our strategic partnership with TECH HY — a tokenised venture club and B2B ecosystem that’s trying to do something rare in crypto: raise the bar instead of raising more hype.

Their focus is on trust, transparency, and real due diligence:
1. Mandatory KYC for all founders
2. AI + human scoring system to surface real quality
3. Support for early-stage teams who need help

They’re also building a vetted service marketplace for startups, and we’re now part of it.

Coinstruct will be working closely with TECH HY teams to help build and stress-test tokenomics that can actually scale, not just look good on paper.

What we’re bringing to the table:
-High-level market knowledge (from PhDs to degens)
-Full-cycle tokenomics: design, audit, stress testing
-40+ projects built, $2B+ cumulative FDV
-Free consults for early-stage web3 teams

In short, we’ll help TECH HY-backed projects design better token economies, and TECH HY will help us find founders worth backing.

If you’re a builder who wants to do things right, let’s connect.

🔗 coinstruct.tech | techhy.me
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Solana’s Q1 2025: DeFi Growth and Infrastructure Resilience

Solana’s Q1 2025 Performance
Solana’s ecosystem delivered strong results in Q1 2025, driven by DeFi and infrastructure advancements. Key metrics reflect its strength as a leading Layer-1 blockchain despite volatility. What drives its DeFi success, and what challenges remain?

Financial and Network Metrics
Solana’s on-chain economy showed significant progress:
Chain GDP rose 20% QoQ to $1.2 billion, fueled by memecoin trading and the TRUMP token launch.
Stablecoin market cap surged 145.2% to $12.5 billion, boosting DeFi liquidity.
Daily DEX volume grew 40.8% QoQ to $4.6 billion, peaking at $36 billion on January 18.

These figures highlight Solana’s scalability, but a 46% transaction failure rate signals efficiency issues.

DeFi Ecosystem Developments
Solana’s DeFi sector thrived, led by DEXs:
Raydium held a 43% market share with $2.0 billion daily volume, up 5% QoQ.
Orca grew 45% QoQ to $904 million, with a 20% share.
Meteora achieved a 3047% QoQ volume surge to $839 million, driven by token launches like TRUMP, MELANIA, and LIBRA.

Meteora faced transparency allegations, prompting leadership changes. “Meteora’s volume share fell to 11.8% by Q1-end,” Messari noted.

Infrastructure and Ecosystem Growth
Solana’s infrastructure upgrades supported ecosystem resilience:
• A May 14 validator upgrade improved throughput.
DePIN projects like Helium (534,000 daily users) and Hivemapper (12 million unique miles mapped) expanded use cases.
Funding saw 11 projects raise $36 million, led by DoubleZero ($28 million).

Congestion remains a challenge. How will Solana address scalability?

Conclusion
Solana’s Q1 2025 underscores its DeFi and infrastructure leadership. Despite transaction failures and transparency issues, its growth signals potential. What strategies will maintain its edge?

Source: Messari, State of Solana Q1 2025

@CoinstructLabs
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Today, our founder Maxim Krasnov will give an intensive talk about launching a Web3 product: from Narratives, Technical Choices, Go-To-Market and Businesses Models. Everything you need to know as a Web3 founder!

Register here: link

-Time: 18:00 (CET)
-Duration: 1 hour
-Language: English

The meetup will be useful for: startup founders, CTOs, product managers, Web3 developers, investors, and everyone building blockchain projects.

@CoinstructLabs
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Token Launches in DeFi: Evolution and Future Directions

Token launches are foundational to DeFi, enabling projects to distribute assets, raise capital, and foster communities. This post examines their evolution and future challenges. How have token launches shaped DeFi, and what improvements are needed?

Early Experiments in Decentralization
DeFi’s token launches began with attempts to decentralize fundraising. Early projects explored token issuance to incentivize participation and governance, laying the groundwork for community-driven ecosystems. These experiments prioritized accessibility but often lacked structure.

ICOs and IEOs
The 2017 ICO boom saw projects raise billions, for example EOS securing $4.2 billion. Tokens were sold for ETH/BTC, offering future utility or governance functions.. “Lack of oversight led to scams,” analysts observed. Initial exchange offerings (IEOs) added centralized vetting but restricted access. Both faced trust issues.

DeFi Unlocks Innovation
DeFi introduced decentralized token distribution, emphasizing transparency and inclusivity. Platforms like Uniswap enabled direct access to tokens, reducing reliance on intermediaries. Compound’s COMP launch in 2020 popularized yield farming. This shift empowered retail investors and aligned incentives with community goals.

IDOs
Initial DEX offerings (IDOs) emerged by 2019, leveraging platforms like Balancer. IDOs offered:
• Immediate liquidity via DEX pools.
• Broader access for retail investors.
• Reduced barriers compared to ICOs/IEOs.
However, volatility and front-running remain challenges.

Experimentation in Onchain Issuance
Platforms like pump.fun enable rapid token creation on Solana, with 7 million tokens launched, fostering community-driven experimentation. DAOs Dot Fun supports decentralized issuance through transparent governance, empowering users. These models enhance accessibility but face challenges in scalability and preventing speculative abuse.

Tokenization via Social Mediums
Recent launches leverage social platforms for distribution. Airdrops and community rewards. Social-driven tokenization fosters loyalty but risks speculative behavior.

The Need to Improve the Token Launch Mechanism
Current challenges include:
Volatility: Rapid price swings deter stability.
Manipulation: Bots and whales exploit launches.
Scalability: Fair models struggle at scale.
Further innovation is needed to ensure fairness, trust, and sustainable liquidity in token distribution mechanisms.

Conclusion
Token launches have evolved from ICOs to sophisticated onchain models. Transparency, fairness, and scalability remain critical. As DeFi grows, how can projects design launches that balance accessibility with stability?

@CoinstructLabs
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Tokenization is all over the world! Big institutions, funds, TradFi giants are joining the blockchain space to gain exposure to new financial capabilities.

See our Tokenomics Analyst, Danil Timoshevskiy talking about Tokenization and Stablecoins.

See here

@CoinstructLabs
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