🔈BidCast - New Interview with @ajwarner90 from @arbitrum on $ARB 📌 What the $HOOD deal means for $ARB, especially on institutional partner signal and impact 📌 How $ARB generates (volatile) $50 mm rev today 📌 What it is structurally well positioned to ramp this rev materially in coming years, and 📌 ...how this cashflow actually accrues only to $ARB token (vs. to equity like peers) Timestamps 👇 00:00 Opening 00:45 Introduction to Arbitrum and AEP 08:22 Robinhood's Partnership with Arbitrum 16:20 The Importance of Custom Chains 23:38 Revenue Models and MEV Capture 29:45 Future Prospects and Industry Interest 37:34 Arbitrum's Financial Landscape 46:30 Understanding TimeBoost and Its Impact 50:15 Revenue Generation and DAO Governance 56:00 Operational Costs and Future Projections 01:02:07 Investor Concerns and Market Dynamics

✅ 1,000 registered users 🔜 873 / 1,000 YouTube subscribers 🔜 75 / 150 approved members 💯 4-7 new articles / week Thank you for your attention. Bid Smarter.

Also getting questions on why $GP, well here's a rundown:

GM The liquid TG feed (curated from X + ) is now live for our members and select invitees. Help us curate better - Tag @BidClubIO on strong liquid token research threads & articles on to get them into the queue. Your fellow members & funds will thank you. Bid smarter.

🔈BidCast - New Interview with @osf_rekt from @rektdrinks on $REKT 📌 How $REKT achieved 700k cans sold & 2 mm sales 📌 Mid-term plan towards 3.5-5 mm in revenue 📌 How convo w/ CPG & distributors changed w/ crypto-friendly regime, and 📌 What its longer-term growth plan is beyond DTC Timestamps 👇 00:00 Opening 00:50 From TradFi to Sparkling Water: A Unique Journey 08:06 Building a Community: The Evolution of Rekt Brands 13:44 The Economics of Sparkling Water: Revenue and Costs 17:55 Navigating Two Worlds: CPG and Crypto 25:00 User Acquisition and Token Economics 25:55 Token Purchases and Business Growth 27:51 Equity vs. Token Holders 30:28 Exciting Future Directions 31:26 Crypto Regulation and Traditional Partnerships 33:20 The Concept of Brand Coin 35:27 Distribution Strategies and Revenue Growth 37:43 Customized Packaging and Token Incentives 39:47 DTC Revenue Targets and Future Plans 41:44 Expanding Product Lines 43:23 Balancing Token Incentives and Revenue 45:15 The Rekt Brand Identity 49:13 Scaling and Token Incentives 52:24 Future Goals and Case Studies 55:05 Investment Opportunities and Community Engagement

🔈BidCast - New Interview with @jai_prasad17 from @DefinitiveFi on $EDGE We discuss: 📌$10M run rate target by year-end, with current daily revenue already at $10K+ and growing. 📌Why its new Trench Mode could drive big volume. 📌How the Cross-chain TWAPs + DeFi API infra enable new flows from OTC desks, exchanges, and protocols. Timestamps 👇 00:00 Opening 00:50 Introduction to Definitive and Its Founders 03:53 Understanding the Business Model and Revenue Generation 06:47 Targeting Advanced Traders in DeFi 10:02 Product Features and Upcoming Enhancements 12:52 Market Positioning and Competitive Landscape 15:59 User Experience and Education in DeFi Trading 18:49 Integration with Hyper-EVM and Future Plans 23:59 Future Vision and Goals 28:21 User Acquisition Strategies 32:38 Referral Programs and Marketing Efforts 34:31 Financial Health and Revenue Management 37:47 Token Strategy and Acquisition Considerations 41:44 Product Development and Partnerships

🔈BidCast - New Interview with @cindy_leowtt from @DriftProtocol on $DRIFT We discuss: 📌How $DRIFT is making $25–35M in annualized revenue, with 100% flowing to DAO-held treasury. 📌Why it targets $500M–$1B in daily volume by year-end, backed by upcoming Aug patch + SOL upgrades. 📌Token buybacks based on PE ratio w/ treasury. 📌Apollo private credit fund / RWA and more. Timestamps 👇 00:00 Opening 00:50 Introduction to Drift Protocol and Trading Volume 03:57 Revenue Structure and Token Holder Dynamics 06:54 Future Opportunities and Business Growth 12:44 Performance Improvements and Competitive Landscape 18:46 Technological Innovations and User Experience 24:39 Market Strategy and Future Projections 27:56 Understanding Drift Volume and Market Dynamics 30:03 Challenges in Liquidity and User Retention 31:32 Innovations in Trading Instruments and Features 35:34 Institutional Products and Future Roadmap 40:15 Tokenization and Asset Management in DeFi 47:26 Token Incentives and Growth Strategies

Mike's call re: EulerSwap's explosive growth was pretty spot on:

🔈BidCast - New Interview with @MikeSilagadze from @ether_fi on $ETHFI We discuss: 📌 Why $ETHFI is a Neobank and not just (re)staking 📌 How big the new card business starting 1.5 months ago can get 📌 Why a 2025/26 3.7 Bn TVL and 100k+ cards can drive 100mm+ ARR and beyond 📌What a $1,000 ARPU and 1.5-month CAC payback means for EtherFi’s capital efficiency Timestamps 👇 00:00 Opening 00:51 Introduction to EtherFi and Its Vision 03:42 Understanding EtherFi's Revenue Streams 06:42 The Importance of Vertical Integration in DeFi 09:51 Market Share and Growth Strategies 12:55 The Cash Product: A Game Changer 15:46 Customer Acquisition and User Engagement 18:47 Future Projections and Business Strategy 31:01 User Growth and Transaction Predictions 35:41 Revenue Models and Market Positioning 40:10 Cashback Strategies and Token Economics 46:35 Future Roadmap and Product Development

🔈BidCast - With BaFin revoking its order against $ENA, + no longer having issues w/ USDe, worth sharing an old interview with @gdog_97 from @ethena_labs circa late April 2025: We discuss:: 📌 Ethena's upside target post BaFin & why the holdup 📌 iUSDe and Converge initiatives expected to drive future growth and adoption. 📌 Retail distribution through platforms like Telegram: a significant focus for Ethena. Timestamps 👇 00:00 Opening 00:43 Introduction to Ethena and Market Overview 03:43 Business Growth vs. Token Holder Returns 06:50 Revenue Streams and Treasury Management 09:52 Institutional Adoption and Market Dynamics 12:33 Converge and Institutional Integration 15:49 Securitize Partnership and Future Prospects 18:46 Challenges and Regulatory Considerations 21:49 Future Growth and Market Positioning 30:33 Exploring Growth Efforts at Athena 32:04 Progress on iUSDe and It’s Market Potential 35:39 Innovations in Fund Structures and Tokenization 38:13 Institutional and Retail Distribution Strategies 40:57 Navigating Regulatory Landscapes and Market Conditions 45:30 Competitive Landscape and Market Confidence 49:28 Roadmap for Future Growth and Market Positioning