hyperfocus

@sized_in yes, until he rapes you and you realize that he's the biggest wolf in sheep's clothing around.

My initial entry on $AORA is 0.08, I was down 50k+ on $AORA, hence my crashout on @AerodromeFi, but i kept holding and adding more, simply because despite the terrible launch, the fundamentals of @AtlasOraFi didn't change. @AerodromeFi ignition launches are notoriously terrible during the first few days, especially on launch day, where veAERO whales/voters heavily dump their supply. I was so bullish on @AtlasOraFi that i went against my own rule of never buying another @AerodromeFi ignition launch again, but i guess i should’ve stuck to it. Hopefully @AerodromeFi eventually fixes this broken launch model for future projects. That aside, $AORA is still an incredible project and checks many of the boxes i look for in long-term investments. They’ve been fully transparent through B1 @Blockworks regarding tokenomics and structure. So what is @AtlasOraFi? Put simply, it’s essentially Airbnb onchain better fees, onchain settlement, hosts earning more, guests paying less. A settlement layer for real-world commerce built on @base using EURC/USDC rails. As i’ve said before, i’m extremely bullish on projects building real-world companies using blockchain rails in ways that genuinely make sense. @AtlasOraFi is targeting the short-term rental and booking market with a more efficient and incentive-aligned model for both hosts and guests, in a multi-billion dollar industry. This is not some random meme coin. @AtlasOraFi already has real-world corporate structure in place: • AtlasOra Foundation (Panama) owns the smart contracts and governs the token • MasaOra Ltd (UK) operates the flagship marketplace under licence • Third-party licensed platforms pay 0.5% of associated revenue Another thing i heavily focus on for high conviction long-term bets is the team. The co-founders and the CFO previously worked as finance lead at @Expedia for over 6 years helping scale the business. @Expedia is a $26B company, leader of this market segment that they're targetting. That means the team is deeply experienced and well connected in the exact travel and booking market @AtlasOraFi is targeting. Right now: • $AORA sits around 2.5m circ mcap • Airbnb sits around 86b • Expedia around 26b And $AORA is going after this same market of short-term rental bookings and travel commerce with an experienced team and a structurally better model. To me, the asymmetry here is extremely attractive. Yes, the launch was awful. But even $VVV had an even worse launch on @AerodromeFi before eventually sending much higher. So i’m not letting the terrible day-one price action cloud my thesis. More info on @AtlasOraFi in the rest of the threa.