Token revenue models are under renewed scrutiny as DeFi and social crypto mature. Galaxy Research covers Lighter’s airdrop and what it signals for competition among perpetuals DEXs, Uniswap’s long-awaited fee burn and its implications for liquidity providers and governance, and the growing debate over buybacks versus reinvestment. The team also examines the latest wave of creator coins and why social finance continues to struggle with durable product-market fit.
Timestamps
0:00 Intro
2:20 Lighter $LIT Airdrop
12:37 Uniswap Enacts Fee Burn
20:07 Creator Coins Struggle
32:19 The Week Ahead
This video was recorded on Monday, January 5, 2025. Watch on YouTube.