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Five answers, verified
The five items requested for the term-sheet phase, answered with figures pulled live from the Blofin affiliate API, the signal-grading engine, and the funnel tracking stack. Nothing below is a projection unless it is labeled as one.
The proof, pulled live
Every figure in this section reads from a live system: the Blofin affiliate API, the internal grading engine, and the funnel tracking stack. Row-level data for all of it is available under diligence.
| Track record, engine-graded | Calls graded | Win rate |
|---|---|---|
| 2024 | 246 | 72.0% |
| 2025 | 892 | 70.7% (71.5% alpha-only) |
| 2026 YTD | 270 | 69.6% |
| Gem Alpha, all-time | 191 | 74.3% |
| Degen / Meme, all-time | 876 | 71.6% |
| Leverage, all-time | 195 | 67.2% (73.9% in 2025) |
Grades resolved on a locked 30-day window by the internal engine, cross-checked against the manually graded master database. Full call-by-call export (entry, targets, outcome, timestamps) provided in the diligence data room.
| The ledger proves the thesis | New signups | Blofin commission that month |
|---|---|---|
| Feb 2025 (founder launch month) | 47,352 | $28,401 |
| Jul 2025 (cohort compounding) | 1,590 | $151,089 |
| Aug 2025 | 1,629 | $121,133 |
| Dec 2025 (distribution idle) | 68 | $33,034 |
| Full-year 2025 | ~60,200 | $803,597 |
| 2026 Jan to May, distribution still idle | ~1,000 | $188,817 |
Signups lead, commission follows: the February 2025 launch cohort compounded into a $151,089 peak commission month five months later, then decayed as distribution stopped. Commission is a lagging function of distribution intensity, which is exactly the variable the committed budget makes constant. Monthly series from the master KPI ledger, free referral code; reconciles to the Blofin API lifetime total.
The premium book
The second revenue engine, from the membership ledger. Sold as annual memberships at 1 ETH, paid overwhelmingly in crypto: 977 of 1,072 lifetime payments settled in ETH.
Deal structure
Blofin takes an equity position in Gem Hunters and commits a contractual growth budget. Founder retains equity and existing revenue share. Exact split, valuation, and terms developed jointly in the term-sheet phase.
Brand-owned audience
40,000+ free Telegram members, a verified brand X account, a 79,669-contact CRM with a live 14-email deposit-geared nurture, and a premium Discord at 1 ETH per year. Attached to the brand, so it transfers with the asset.
One push did this
47,352 signups landed in February 2025 alone, from a single founder launch with light follow-up. No funded budget, no KOL network, no paid engine. This pack is about putting that engine on a monthly cadence.
Who executes
A trained, mission-loyal operating team that already runs the system day to day, plus the two roles the budget adds. Oversight and coordination sit with Blofin.
Blofin / Oversight
Gem Hunters / Operations
Where every dollar goes
The committed budget per the proposed structure: $75,000 per month, roughly $900,000 per year. Output-directed: every line maps to an owner, a deliverable, and a metric reported to Blofin monthly.
| Line | Monthly | Owner | What Blofin gets |
|---|---|---|---|
| Paid traffic investment | $41,000 | Growth team | Traffic to the free group, with creative testing, targeting, and CAC discipline managed in-house. Target $3 to $8 per join; cost per Blofin signup, deposit, and first trade tracked weekly |
| Pro trader expansion, 2 to 4 hires | $16,000 | CEO + COO | More verified calls: gated copy-trading teasers in free, full access in premium, personal onboarding to copy-trading on Blofin |
| Head of operations | $7,000 | CryptoData | Runs Discord, the analyst bench, and the automation stack day to day |
| Community and free-group ops | $4,000 | Kincade + mods | Free-group management, moderation, engagement |
| Content and automation infrastructure | $2,500 | Engineering | Market-data APIs, automated graphics and post engine, tracking stack |
| Creative production | $2,500 | Contract | Ad creatives, campaign assets, video clips for paid and organic |
| Testing and contingency reserve | $2,000 | CEO, reported | New channel tests. Unspent rolls forward |
| Total committed | $75,000 | ~$900,000 per year of guaranteed, output-directed distribution |
How money flows
Blofin commits contractually on a 12-month term. The Gem Hunters operating entity deploys; the growth team and COO execute; the CEO signs off weekly. Team compensation actuals are provided in the diligence data room.
How it is reported
Monthly written report: spend by line, free-group adds, Blofin signups, deposit rate, volume and commission generated, CAC against target. The tracking stack is already live, so every dollar is attributable.
How it rebalances
Quarterly: winning channels get more, losers get cut, with Blofin in the room. The reserve line funds new-channel tests without touching proven spend.
The roadmap
Five phases. The first is already shipped, which is the point: this team builds first and asks after.
Rebuild the machine Shipped
- Homepage to free to paid flow rebuilt and conversion-optimized
- Payment flow fixed for card and crypto, the biggest leak in the old funnel
- 14-email nurture live, early emails geared to Blofin deposits
- End-to-end tracking on every funnel step, plus the live call-grading engine
Automate the free group In progress
- Live market-data content engine: automated daily graphics and posts, replacing manual posting, targeting roughly ten times the current cadence
- OAuth signup integration with Blofin so users never leave the funnel
- Deposit and trade activation focus: every funnel step, nurture email, and gated copy-trading mechanic tuned to Blofin deposits and first trades, not just signups. At $303.71 lifetime commission per activated trader, activation is the highest-leverage variable in the whole system
- Automated research and post pipeline for the premium group
- Budget contract signed, funds flow begins
Paid traffic and recruiting Next
- Paid traffic investment goes live: first campaigns running, CAC baselines established per channel
- Recruit 2 to 4 professional traders from a pre-researched top-trader pipeline, each vetted with the internal track-record verification protocol before any offer
Full cadence Next
- Paid traffic scaled against proven CAC
- New traders' calls gated into the free group as copy-trading teasers; full access in premium
- Personal copy-trading onboarding for every premium member: member profits, Blofin gets volume, the brand earns commission
- Founder tentpole campaigns amplified through the network on schedule
The flywheel Next
- KOL recruitment: solo creators plug into the ecosystem, their volume routes to Blofin under the umbrella deal
- Counter-cyclical recruiting while quiet markets squeeze solo-creator overhead
- Academy and premium tier compounding on top of funded distribution
- High-ticket tier launches above premium once premium closing is fully automated: a top rung on the value ladder (free group, premium at 1 ETH, high ticket), sold to proven premium members. Highest-intent buyers also carry the largest Blofin deposits
Three scenarios, modeled honestly
Twelve-month horizon against the $900,000 committed budget. Anchored to verified unit economics: $16.96 lifetime commission per signup, a 5.6% signup-to-trader activation rate, and $303.71 commission per activated trader, implying roughly $24.20 of lifetime trading fees per signup at the 70% commission rate. Assumptions are labeled. The model is designed to be finalized jointly against Blofin's referral data.
Sustained downturn. Blended cost per signup $30, per-signup lifetime fees $18. Roughly $345,000 of cohort fees against $900,000 of spend. It does not pay back on year-one fees, and this model does not pretend it does. What it buys: the cheapest attention prices of the cycle, counter-cyclical KOL recruiting, and a machine at full cadence the day the market turns.
Sideways with volatility. Cost per signup $18, lifetime fees at the historical $24 average. Roughly $864,000 of cohort fees against $900,000: breakeven inside 12 months on fees alone, clearly positive over the cohort's full life as fees keep accruing in months 13 to 36, with the audience asset retained permanently.
Next cycle leg up. Cost per signup $10, per-signup fees $35 as volatility lifts volume, founder tentpoles compounding. Roughly $4,200,000 of cohort fees against $900,000 of spend: about 4.7x on the budget in referral fees alone. Launch-scale velocity on a repeating cadence instead of a one-off.
| 12-month outcome | Bear | Neutral | Bull |
|---|---|---|---|
| Blended cost per Blofin signup (paid) | $30 | $18 | $10 |
| Total signups per month | ~1,600 | ~3,000 | ~10,000 |
| New signups, year one | ~19,200 | ~36,000 | ~120,000 |
| Lifetime trading fees created for Blofin | ~$345,000 | ~$864,000 | ~$4,200,000 |
| Multiple on the $900,000 budget, fees basis | 0.4x | ~1.0x | ~4.7x |
| Commission to Gem Hunters at 70% | ~$242,000 | ~$605,000 | ~$2,940,000 |
| Free-group adds from paid, at $3 to $8 per join | 50,000 to 130,000 per year across scenarios, plus viral spillover in bull | ||
Lifetime trading fees created for Blofin per scenario, year-one cohort. Referral fees also understate Blofin's full economics: the 70% share applies to the commission-eligible fee pool, and exchange-side revenue beyond that pool accrues entirely to Blofin.
Not modeled, pure upside: the high-ticket tier planned above premium (Phase 4), incremental KOL-umbrella volume, and academy revenue. The scenarios above stand on referral economics alone.