Yan Liberman ✓

@YanLiberman · joined 30 Aug 2018

Managing Partner of @Delphi_Ventures Co-Founder @Delphi_Digital

19 372Followers

3 303Following

1 658Posts total

249.2KViews on collected posts

Latest posts

Yan Liberman ✓@YanLiberman14 Jul

$Grass's July token holder call has been largely misunderstood because few realize that revenue is seasonal. With that in mind, the growth has been very strong. TLDR -2026 expected revenue of ~$70m -Adjusted FDV at $0.36 is ~$250m, excluding Foundation-controlled treasury https

17K views · 68 likes · 14 reposts · 11 replies Open on X →

Yan Liberman ✓@YanLiberman3 Jul

https://t.co/2g1eRLSubk 56.2K views · 123 likes · 28 reposts · 15 replies Open on X →

Yan Liberman ✓@YanLiberman10 Jun

Piers compresses the entire sector into one variable: $/kg to orbit. Each price threshold unlocks entirely new possibilities. $500/kg opens orbital compute. $200 opens manufacturing. $50 opens the Moon. In hindsight, price per kg to orbit will be one of the defining numbers of 8.6K views · 54 likes · 4 reposts · 9 replies Open on X →

Yan Liberman ✓@YanLiberman9 Jun

Crypto is starved for durable yield. In bull markets, yield shows up through leverage: elevated basis, rich funding, and high borrow rates. In quieter markets, @ethena has to source yield beyond crypto-native leverage, which is why the Janus Henderson CLO partnership matters. 9.1K views · 76 likes · 6 reposts · 6 replies Open on X →

Yan Liberman ✓@YanLiberman6 Jun

@YanLiberman No way Saylor sold anything this week. if anything they bought. For sure he bought back 32 and more than likely more. 1.9K views · 22 likes · 0 reposts · 1 replies Open on X →

Yan Liberman ✓@YanLiberman5 Jun

@YanLiberman He sold nothing. For the small sale there was flow to Coinbase first. There's no such flow here. 1.6K views · 30 likes · 0 reposts · 0 replies Open on X →

Yan Liberman ✓@YanLiberman5 Jun

@YanLiberman @ZeMariaMacedo Saylor said in a recent interview he sold the 32 btc to show the rating agencies that the btc had real value. Not sure that's a good reason but was the reason he gave. 1.4K views · 17 likes · 0 reposts · 0 replies Open on X →

Yan Liberman ✓@YanLiberman5 Jun

Near-term BTC price action is going to be heavily dependent on one thing: Did Saylor sell enough BTC this past week? If he sold zero, that’d be a massive mistake on his end and we’re probably cooked. If he sold $1B of BTC, that helps, but realistically I don’t think it’s 153.3K views · 594 likes · 62 reposts · 112 replies Open on X →

Against accounts of the same size

2 posts from the last 90 days, next to the 10K–100K follower range. shown widely, but few of those viewers react.

Median views36 590this account924median for 10K–100K

Reach, %188.88%this account3.62%median for 10K–100K

Engagement, %0.42%this account1.52%median for 10K–100K

Metric	This account	Median for 10K–100K	Ratio
Median views per post	36 590	924	39.6×
Reach (views ÷ followers)	188.88%	3.62%	52.2×
Engagement rate	0.42%	1.52%	0.28×

Others in this range → Compare with another account → How these benchmarks are built →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

153.3K5 Jun

1.4K

1.6K

1.9K6 Jun

9.1K9 Jun

8.6K10 Jun

56.2K3 Jul

17K14 Jul

Last 8 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.50%5 Jun

1.18%

1.84%

1.20%6 Jun

0.97%9 Jun

0.78%10 Jun

0.30%3 Jul

0.55%14 Jul

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes60.9%984 in total

Reposts7.1%114 in total

Replies9.5%154 in total

Bookmarks22.5%363 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Latest posts

Against accounts of the same size

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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