长话短说:Treehouse 要启动 $TREE 回购了 具体到执行细节: 协议收入的 50% 直接投入回购 公开回购 + 不定期执行(至少每周一次)+ 回购代币存入 DAO 金库 关键问题是,这种回购规模能否产生实质影响? 先看收入数据。根据 DefiLlama,Treehouse 年化收入为 1100 万美元。按照 50% 回购比例,年回购金额约 550 万美元。 虽然绝对金额不算巨大,但考虑到 $TREE 当前 2600 万美元的流通市值,回购力度及其潜在影响依然可观。 我们以其他回购案例为参考。 Aave:6个月回购 95000 枚代币,币价从 $130 涨至 $295 Hyperliquid:累计回购超 4.9 亿美元,价格从低点反弹 400% Metaplex:回购 9171 万枚 MPLX,价格上涨 125% 当然也有反例。Jupiter 宣布回购后,JUP 价格表现平平,主要受整体市场情绪拖累。 Treehouse 相比其他案例的几个优势在于。 收入模式更稳定。不像 meme 平台靠波动性赚钱,Treehouse 提供的是基础设施服务,属于刚需。 市值基数小。2600 万美元 vs Aave 的数十亿美元,同样的回购资金对价格的边际影响更大。 唯一的问题是,要让回购在用户和市场端的感知更强,光靠媒体宣传还不够。 建议和 fomo 这类平台合作,注册官方账号,每周展示回购情况。一旦 $TREE 价格上涨,还能形成正向宣传循环。 $GAME 之前就是这么做的,效果不错。
🌳 TIP 4: TREE Buybacks A new TIP proposal is live to allocate 50% of MEY fees from $tETH toward $TREE buybacks. Acquired TREE will be held in a designated address managed by the DAO Treasury, strengthening long-term alignment between protocol growth and tokenholder value. 🧵👇
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