Rango (@DefiRango) header
Rango (@DefiRango) profile picture

In my research arc, I find good tokens based on earnings, value capture & dilution. Then I trade them :) Ex-growth @radarblock.

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Joined May 2012
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Hear me out: A good protocol doesn’t automatically make a good token. So here's how you find good tokens 👇 After 2021, my naive ass turned into an altcoin maxi, like most of CT. I was sure alts would run like last time. They didn't. BTC left most of them behind. Now most people think the lesson is "alts are dead." It's not. Here's the thing. Most tokens never had a real link to the business. The protocol can make millions. But if none of that value reaches the token, holders can still get nothing. So I stopped picking narratives and started asking 3 questions: → Is the business real? How much does the protocol actually earn, and how much of that value accrues to the token? → Am I overpaying? How much am I paying for every $1 of value that reaches token holders? → How much dilution is coming? How much supply is still locked and waiting to hit the market? If you can’t answer those 3 questions, you’re buying the ticker without understanding what’s behind it. So I built a free Token Dashboard that answers them for you: → 22 tokens on one chart: strong vs weak, cheap vs expensive → Live prices + revenue data from CoinGecko and DeFiLlama → A trend arrow showing where each token moves if the last 3 months' revenue trend continues → A green ring around the tokens that pass my screening criteria → Full research on ENA and Meteora, with more coming Check it out here: tldr-dashboard-rangoxyz.verc… Reply with the ticker. I’ll add the most requested ones next. Not financial advice.
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Perps are coming to US stocks. The CFTC just cleared perpetual futures on individual US stocks for the first time. Here’s what it means, plus how Binance was hacked through a fake job interview Daily TL;DR 035
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Binance just proved 95% of the $6.3B is covered. Then Mercado Bitcoin got drained for $40M+. Two exchanges hit in four days. Here’s what you need to check today 👇 Daily TL;DR #034
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No dump november.
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Binance refilled 90% of the $6.3B hack. Withdrawals reopen Sunday. Also today: • Trump says he’s “looking into” the hack • ICE deleted, then reposted its Hyperliquid plan. HYPE -4.5% • 18,270 stolen BTC still haven’t moved Full breakdown in Daily TL;DR #033 👇
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creator economy goo brrrr
Today we’re launching the first AI modeling agency 💅 right inside Glif. Cast hundreds of real AI models, drop your product, idea or brief and let Glif create super compelling content for you end to end. If you still think AI models aren’t ready for real work, watch this 👇
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Funny how “fast” times change
Funny how times change
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Biggest crypto hack: Binance drained for $6.3B, and bitcoin:native is still above $76. (math not mathing) • ~$3B frozen, North Korea blamed • Intel -29% • $1.65B liquidated, 87% longs • CZ to Musk: "bad time to troll" Full breakdown below: Daily CT TL;DR #032
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Druckenmiller’s first ever tweet was about Hyperliquid. Same day, the NYSE’s owner said it will run US perps on it. Also: a $2.7B Binance wallet scare, tampered Ledgers in Singapore, Polymarket drained. Daily CT TL;DR #031 👇
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Ripple's RLUSD is now on Coinbase. XRP moved 0.5%. Also today: • Polymarket US launches 5-minute crypto bets • Calacanis says dump BTC, Cardone bets him $1M • Fed holds, December hike odds hit 86% Daily CT TL;DR #030 👇
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Ripple just got a US bank charter AND Robinhood in the same 24 hours. XRP jumps +2%, lmeow. Bear market things? Nifty 50 now trades on Hyperliquid 24/7 at 20x; Predict(.)fun users got drained for $400K. Full breakdown in my Daily CT TL;DR #029 👇
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Adding to this solana:METvsvVRapdj9cFLzq4Tr43xK4tAjQfwX76z3n6mWQL dip. Cautious below $0.245. Targeting $0.6 in the medium term. It generated $37M in fees over the last 30 days, but monthly revenue is down 22% (memecoins were down all month). PA remains strong and trending. PS: It moved 80% on my last mention :)
Meteora exists in the cheap quadrant with decent fundamentals the thesis puts it in the best quadrant if it plays out my aim is to identify protocols with strong fundamentals that are far from being priced in, and get the best rr Meteora is one of them for me
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