The Secret to Winning - Cash Flow & Sustainability. Learn why $BANANA will Dominate This Cycle
The Secret to Winning - Cash Flow & Sustainability. Learn why $BANANA will Dominate This Cycle
You've must been blind to miss this gem and all along, I've been stressing the importance of 2 things: Sustainability, Cash Flow.
Why @BananaGunBot will be the biggest winner this cycle👇
First, lets look at its Revenue : Market cap
Revenue - $BANANA $4M vs $AAVE $4.5M
Market cap - $BANANA $160M vs $AAVE $2B
$BANANA higher, more than 10x
Beyond just this, it sparked me while I was having conversations lately with various projects, and I think it's time we think seriously about cash flow and sustainability in this space.
If we did a reality check right now, I'd bet 80% of projects out there would capitulate.
Why? Simple. No cash flow = no business. Period.
Here are several conversations I've been having:
• "We only have 3 months left of cash to burn."
• "We're very strong but need $20,000 monthly to sustain our markets, which wasn't in the budget."
• "We generate $0 per day in fees and spend $15,000 daily."
• "We hired four team members and can't give up on them, so we're raising another round."
Sound familiar? It should, because it's everywhere.
Let's break this down on what all these means:
• Token Fixation: Too many projects are treating their token like it's the whole meal when it should just be the seasoning. You need diverse revenue streams. Nuff said.
• Putting the Cart Before the Horse: I see this all the time. Projects scaling way too fast, hiring teams they can't sustain, listing on CEXs way too early. 90% of the time, you can start small and scale gradually without VCs. Just don't make stupid decisions that increase your financial load.
• Market Delusions: Sure, during a real bull run, liquidity is so abundant it doesn't matter what you do. But we're not in that market. We're in a pseudo bull that lifts selectively. And when the bear comes knocking, cash flow is what separates life from death.
• Burn Rate Insanity: Spending $15,000 daily while generating $0 in fees? That's not a business, that's a ticking time bomb.
• Runway Realities: Three months of runway isn't a strategy, its road to hell.
We need to get back to basics. Real businesses generate real revenue. They have diverse income streams. They don't rely on miracle bull market to survive.
It's time for a serious reality check. Ask yourself:
• Are we generating actual revenue, or just burning through funds?
• Do we have multiple revenue streams, or are we all-in on our token?
• Are our expenses in line with our actual (not projected) income?
• Do we have a realistic plan to achieve sustainability, or are we hoping for a market miracle?
The hard truth is this: in a bear market, cash flow is king. And from what I'm seeing, a lot of projects aren't prepared for that reality.
So what's the solution? It's not glamorous, but it's effective:
• Diversify your revenue streams. Having a token isn't enough.
• Start small and scale gradually. You don't need VC money to validate your concept.
• Focus on generating real, sustainable cash flow before you even think about expanding.
• Be realistic about your expenses and your runway.
Basically, these are what the @BananaGunBot team did right. And with all those ticks around them, study, learn and do it the right way.