I've been in the crypto space since 2017. Every cliff I've watched has been an inflationary spike. Holders know the unlock date. So do traders. What happens: – Anyone can read that date onchain. – Plenty of traders sell or short ahead of it. – Holders see the dip and panic. I've also tracked thousands of wallets. Near every investor will sell, sooner or later. Designing yours? The free course covers vesting cliffs in module 7. What would make you buy a week before a cliff? 👉 Follow @TonyDrummond for Daily Web3 Insights.

ERC-20 sends to any wallet. ERC-3643 checks it first. That check is why fund tokens use it. Most people think a token standard is a dev detail. It decides who's allowed to hold your token. ERC-3643 looks up the buyer in an ID registry. Not verified? The transfer fails. The free course covers standards. Should a token be able to refuse a buyer? 👉 Follow @TonyDrummond for Daily Web3 Insights.

Locked liquidity is the badge every buyer checks on trading terminals. What does the lock actually protect? When a team launches, it puts tokens and cash into a pool and gets LP tokens back. Those LP tokens are the receipt, and whoever holds the receipt can pull the liquidity out. A locker holds that receipt until a set date. When the lock expires, the LP tokens go straight back to the wallet that locked them And that wallet can empty the pool the same day. Now watch this: – 30-day lock = "locked" badge – 3-year lock = "locked" badge Key point: the badge never shows you the date, so you have to open the locker and check it yourself. Here's where I land A 30-day lock protects you for 30 days, and that's it. Module 7 of my free course walks through launch liquidity. Check my profile. Should a 30-day lock get the same badge as a 3-year one? 👉 Follow @TonyDrummond for Daily Web3 Insights.

Who holds the LP tokens? That one wallet decides if the pool stays. "100% locked" doesn't say where they sit. In a locker, they return on a set date. Burned, they're gone. In the team wallet, nothing is locked. Where LP tokens end up is module 7 of the free course. Burned LP tokens or locked ones: which would you rather see? 👉 Follow @TonyDrummond for Daily Web3 Insights.

You split a building into 1,000 tokens. Who buys token number 1,000? The first 100 go to people you know. The last 100 need a stranger. Building tokens are usually securities, so only verified buyers get in. No buyer, no exit. That's a market research job, module 2 of the free course. Would you hold a building token with no buyer lined up? 👉 Follow @TonyDrummond for Daily Web3 Insights.

🚨 RWA Weekly Brief: who gets to tokenize your stock? OKX and ICE's joint venture has sharpened the debate over who should issue stock tokens. Here's what last week showed at a glance 👇 👉 Follow @TonyDrummond for daily RWA insights.

Michael A. Fési asked the question I can't shake: why can't state funds do what banks do? His answer starts with how a Starbucks card works. Full episode below. 👉 Follow @TonyDrummond and @Tokenomicsnet.

Michael A. Fési sat in on a meeting and found out Louisiana's film tax credits had a resale market. And it was big business. Full episode below. 👉 Follow @TonyDrummond and @Tokenomicsnet.

Aerodrome paid its lockers $580MM in three years. Here's all you need to know about $AERO's tokenomics to understand the full picture. 🧵 On 21 October @aeroxyz merged Aerodrome and Velodrome into one exchange across seven chains. The weekly rebase that shielded lockers from dilution?  Gone.  Here's how the new system works and what matters for $AERO holders. 👇

Michael A. Fési made more progress in a brutal market than most founders I watched in the bull run. No pile of VC money. Just a plan to change how states hand out incentives. – How he'd keep incentive money local and traceable while it stays in the system. – What McKinney, Texas did with a half-cent sales tax. – Why a Starbucks card is part of the design. – Why he's not even on X. If you've ever asked where your tax money went, you'll want this one. The full episode is in the comments. 👉 Follow Michael A. Fési II on LinkedIn, then @TonyDrummond and @Tokenomicsnet.

Where does a state's incentive money go once it's paid out? Michael A. Fési II, Founder of StatePay, joins @TonyDrummond on Episode 01 of Tokens Everywhere. Premieres tomorrow: 7AM UTC on YouTube.

Some gold token teams I see have never sold gold. A major bullion distributor kept under 2 cents gross per dollar of sales in fiscal 2026. In certain cases, the gold isn't the point. 👉 Follow @TonyDrummond for Daily Web3 Insights

🚨 RWA Weekly Brief: where is the money headed? Every Monday we follow the real money in tokenized assets. Here's what last week showed at a glance 👇

Before tokens, VCs had to back businesses with real customers. Now there is a hack builders and VC's in web3 figured out, which i cover in the article below:

"Your house is like a data center!" Here's my AI setup... At this point I have 6,000 or so hours into AI and 30+ years programming. The computers: – Linux Workstation 1 with 64 GB DDR5 – Linux Workstation 2 with 64 GB DDR5 – MacBook Pro with 48 GB Unified Memory – Windows daily driver w/32 GB DDR5 Two RTX 4070s and an RTX 5080. I use tmux with about ten open terminals active at any given point. I run three Claude Code Pro Max accounts, cycling thru them via cswap. I built a custom script that also integrates tmux-continuum in case my computer crashes. claude-mem plugin is also a lifesaver. How do you AI? 👉 Share your rigs - beast or not.

$LINK tokenomics explained in 5 minutes 🧵 @chainlink is the oracle network that feeds outside data to smart contracts. It uses fees from apps and enterprises to buy $LINK into a Reserve. About 23% of the supply still sits in team wallets, and it's coming out at 70MM a year. Here's how the system works and what matters for $LINK holders. 👇

Biggest missing piece we see for those tokenizing? This affects everything, especially trust... In this video, I cover: – What most teams skip – What "great" preparation looks like – What comes back to bite many later Why skipping these pieces creates a pathway to "zero". It's going to be tough to move forward if the basics aren't in place. 👉 Follow @TonyDrummond for daily web3 content.

🚨 Introducing the RWA Weekly Brief. All you need to know about real-world asset tokenization, in one weekly read. Gold, treasuries, stocks or credit, which RWA sector are you most bullish on? 👉 Follow @TonyDrummond so you never miss an update.

Behind the scenes peek into something new! The problem I saw in the space? Lots of talks of "tokenization", but a lot of these deals don't make sense. Before you tokenize, make sure it's worth it on the business side. Here, I'm showing a tool that'll help executives get a high-level overview in just a few clicks. No more messy spreadsheets to fill out! 👉 Follow @TonyDrummond as it releases shortly.

Tokenization? Useless if more money isn't made. The number one thing most miss? Doing the due diligence and ensuring it drives revenue. Here, I cover: – What most skip when tokenizing – It's not about the asset, but the profit – Why costs are critical to document and manage Because if you're going to spend months tokenizing something, shouldn't you make sure it's worth it? I'm building an interactive calculator that'll help you get a high-level view. 👉 Follow @TonyDrummond so you don't miss it.