@TheHatuSS

NOTE: Tweets not financial advice. They are my opinions.

Joined August 2013
  • Tweets189
  • Following99
  • Followers3.3K
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Trading vs VC vs Holding 1. Longterm hold = market return 2. Trading = luck. Best (3AC/Alameda) rose & then broke. Most big funds underperform the market. 3. Proven: strong track record VCs beat the market. DAO Maker has shown to be the only accessible shot at that.
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Only the best VCs have net profit. Most lose. Joining the best VC funds is never accessible to most people. They're exclusive. DAO Maker now has a proven track record: $178M distributed on $32M buys. 10s of mil in vestings coming. Even in the current market, that's 5.5x+.
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We're now focusing on established web2 firms. Bringing to crypto DAOs that capture cashflow from web2. Bull or bear, these tokens do not depend on crypto markets for cash flow.
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Some DAO Maker launches are now 1 year past their listing. There’s been enough time to assess commitment of teams and the development of their product & strategy. I checked for (1) active dev updates + (2) active socials. Here’s a few that stand out: (Not financial advice.)
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$HORD - Hord Fractionalize on-chain basket of anything. Preliminary version is live. - ETFs - Influencer baskets - DAOs Complete infra to deploy these things is still not ready. Mcap ~$1M.
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$OPUL - Opulous Share in success of mainstream music. Run by mainstream music company - Ditto. - MFTs (earn from music) - MFT exchange - Loans to artists Ambitious stuff. Next MFT is @Tyga! Running on 3rd parties for now; native platform on the way still. Mcap 2.5% of Audius
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Most launchpads are trading at 80-90% less than the earnings of their stakers in the bull run. Had they charged a fee, the treasury would be enough to own the entire circulation at current token price. Fintech products not charging a user fee are setting themselves for failure.
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Lost $2B on $12B of assets? So $CEL team lost more than they even gave out in interest to depositors. It's as if a business never existed, and only ran expenses. Lending is still a major business in crypto. Turns out it's only DeFi platforms like $AAVE, $COMP doing it properly.
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#GameFi has a lot of merit: gamers are acquainted with digital assets & currencies, understand value of scarcity, and participate in digitzed economies. Like #DeFi, its first cycle has been chaotic. Next time, focus needs to be on revenue + game as product (not NFT as product).
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For those who recognize cybersecurity protocols for DeFi are crypto juggernauts in the making: Got a transactional security protocol in line for a SHO, and immensely excited for it.
Hatu
@TheHatuSS24 Jun 2022
Cybersecurity in crypto is overlooked. Such an under served market, $100B needs protection. Audit firms are $1B++ valuations, even though audits offer zero. $LSS is still the only solution of its kind. Real protection. $1M saved just today, after a hack. It'll be the standard.
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Cybersecurity in crypto is overlooked. Such an under served market, $100B needs protection. Audit firms are $1B++ valuations, even though audits offer zero. $LSS is still the only solution of its kind. Real protection. $1M saved just today, after a hack. It'll be the standard.
Lossless
@losslessdefi24 Jun 2022
Perfect timing for launching $LSS protocol on @harmonyprotocol yesterday 🔥 Among the harmed projects were our partners @aag_ventures - we effectively froze 78M of the stolen $AAG tokens 🧊 Retrieval will follow and @monika_svdrsk will address this in our Twitter live today 🎙
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Added $METIS to the watch list. Peak meme factor: Vitalik's mom is an advisor. Every $1 increase in ETH is +3 to Vitalik's e-clout.
Hatu
@TheHatuSS19 Jun 2022
Everyone looking to buy the dip on BTC and ETH. Altcoin maxi me: deciding what price to hit $SOL, $AVAX, etc. What else worth picking 90-99% below ATH?
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Everyone looking to buy the dip on BTC and ETH. Altcoin maxi me: deciding what price to hit $SOL, $AVAX, etc. What else worth picking 90-99% below ATH?
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A "new" $LUNA blockchain without $UST could perform well. Perhaps the weak point of Terra was its deep reliance on an experimental stable. If they bring recognized stables like USDT and USDC now, unconfident sideliners hop in. Points to consider, for this new blockchain:
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D. Vanilla, Accepted Narrative Terra's narrative has been decentralized stable (UST). Now, the shift comes with the good ol' narrative of active layer-1. This is something more people are willing to adopt, without criticism, as it's a tried and tested unicorn maker narrative.
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About 15 months ago, I got interested in Terra not because of UST, but 'cause of $MIR. The synth protocol which, at that point, had out-done $SNX in 2 months. I'll definitely trade / be involved in the forked LUNA, especially if it's purely dapp-focused. xitter.cf/TheHatuSS/status/13548…
Hatu
@TheHatuSS28 Jan 2021
A DeFi project that no one is talking about just burst the ETH-only bubble. @mirror_protocol fresh synth ex. that already matches volume of Synthetix. $MIR is up 14 days straight and matches the valuation of $LUNA, the blockchain it's built on. Let's you buy $stonks w/ crypto
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