In this video, Guy from Coin Bureau tackles a painful question many investors are asking: are altcoins fundamentally broken? After a disappointing 2025, he argues the issue is not just bad luck or weak narratives, but flawed tokenomics. By breaking down a major 2025 tokenomics report, he shows how token unlocks, inflation, and poorly designed buybacks have crushed altcoin performance.
Key Points
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2025 saw $8.1 billion in token buybacks, but not all buybacks helped price
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Revenue-funded buybacks and burns performed best, with tokens up ~70% in the first 90 days
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Treasury-funded buybacks often failed, with some tokens falling 30–50%
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Many major 2025 token launches averaged over 60% losses, largely due to extreme fully diluted valuations (FDVs)
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Projects launching at huge FDV multiples (50x–200x over funds raised) saw the worst collapses
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Massive token unlocks increased supply dramatically, some projects inflated supply by 100%+ and prices tanked
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Even strong tech cannot offset bad tokenomics if emissions outpace burns
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Meme coins and exchanges actually led in aggressive burn strategies
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The new trend, “Tokenomics 2.0,” focuses on sustainable revenue, real yield, and value returned to holders
Final Takeaway
Coin Bureau’s outlook is clear: altcoins are not dead, but many are structurally flawed. Poor tokenomics, heavy unlocks, and unrealistic valuations have crushed performance. The projects likely to survive are those with real revenue, controlled supply, and smarter economic design. In this cycle, fundamentals matter more than hype.
