StrategicHash

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StrategicHash

StrategicHash

@StrategicHash

Blockchain Research | Management Consultant | @MetaDAOProject, @zcash, Mithril 🐂 (nfa)

Personal opinions, not advice. Katılım Ekim 2021
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StrategicHash
StrategicHash@StrategicHash·
I think about this a lot. The business model of @MetaDAOProject is genuinely elegant. Throughout the entire history of markets, one truth has remained constant: high-quality assets trade more frequently than low-quality ones. MetaDAO’s first revenue-accruing mechanism, the futarchy AMM, captures this dynamic perfectly. It will hold the majority of liquidity across all ownership coins and take a small percentage fee from every trade. If you believe that ownership coins enforce a higher standard of asset quality (which by now seems quite evident), then it naturally follows that MetaDAO is positioned to accrue significant revenue in the coming years. While a smaller share of total revenue, the futarchy AMM will also automatically arbitrage between spot and decision market liquidity, creating additional yield revenue. Beyond that, I’m confident there are multiple future monetization paths waiting to be unlocked and new business models that will build on this foundation over time. The market for high-quality assets and sound decision-making is measured in the trillions. MetaDAO is the only place where true ownership and global high-quality internet native assets will be born. Now it’s a matter of assigning probability of success, % market capture, and % take rate. The ticker is $META and it's the next Bitcoin. Think in years, not days. Store-of-value is cool, but have you heard of number-go-up technology? futardio
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Sol Beach Bum@SolBeachBum

Traders choose Polymarket for the same reason companies will choose @MetaDAOProject: Liquidity On Polymarket it means lower slippage. On MetaDAO it means smarter, more accurate futarchy outcomes. The market’s depth is the decision’s strength.

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Proph3t
Proph3t@metaproph3t·
@JurassicFi There's ~750 of you, hopefully some of you read my tweets
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sacha
sacha@sacha·
"MetaDAO's 2026 target is 100 startups on the platform. If hit, the platform enters a different scale regime: enough projects for index products, enough winners for category-level credibility, and enough turnover for fee economics to compound." "At 100 startups, $10M average market cap, and 15x annual asset turnover with 50% routed through native AMMs, the run rate is approximately $50M." "Notably though, revenue scales with the market cap of all existing ownership-coins, so just one unicorn is enough to make the rest largely irrelevant to the bottom-line (in this sense MetaDAO is more akin to a venture business than McDonald's)." "Ownership coins need both sides of the market: founders who choose MetaDAO over conventional venture, and institutions who underwrite the structure. The supporting infrastructure is taking shape. Colosseum, Theia, DBA and Novora are each contributing to that effort, expanding the network of capital, founders, and operators around the launchpad. " "The thesis restated: ownership coins are the structural fix for negative drift in token markets. MetaDAO is the issuance venue that makes the structure binding." "The category is small today. It will not stay small."
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Connor King@connorking

x.com/i/article/2050…

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@aaronjmars
@aaronjmars@aaronjmars·
we're living in wonderful times where $1T of value cant be freely transferred i hope crypto nukes this fucking scam
_gabrielShapir0@lex_node

I am surprised more people are not paying attention to this update from Anthropic on its stock policy. This seems like a potential bombshell. There is an active secondary market purportedly in Anthropic stock or derivatives including on fairly reputable (or at least well-known) platforms like Forge. Anthropic is calling them out *specifically*, by name, and essentially *saying* 100% of these are illegal. Some may be frauds (people selling Anthropic stock or interests in Anthropic stock that they don't truly own), but more likely many are legit attempts at transferring Anthropic equity (directly, as SPV shares, or as some type of 'beneficial interest' or future, etc.) Anthropic appears to be saying it will treat all these transfers as void. I don't have access to their terms, but it's very interesting to think what this could mean. Do the 'first purported sellers' in the chain potentially have an opportunity to do a double-dip? Does the first seller and all downstream buyers get the entire entitlement nuked? Anthropic is threatening that--are they just bluffing? If they're not bluffing, what litigation is likely to ensue? This can get into really esoteric areas of corporate law that depend on exactly how the transfer restrictions are drafted as well as the language around how violations of transfer restrictions are treated--for example, if they are merely voidABLE then downstream buyers can assert various equitable claims/defenses, but if they are VOID ab initio then in some jurisdictions that forecloses equitable defenses.

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Futardio
Futardio@futarddotio·
Just because the Frontier Hackathon is ending doesn’t mean your project has reached its final destination. Raise today on Futardio!
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StrategicHash
StrategicHash@StrategicHash·
@8bitpenis @mrinko Okay I promise this is the last thing I'll say about gold. Humans will eventually colonize Mars, access Asteroid 16 Psyche and extract all the gold. At that point gold will go straight to approx ~zero
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8bitpenis.sol
8bitpenis.sol@8bitpenis·
@StrategicHash @mrinko your take scream nihilism and post modernist ideologies it also misses all the points i made but anyways futarchy
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StrategicHash
StrategicHash@StrategicHash·
Idk I feel like all these debates end with trying to understand the purpose and meaning of life haha Do you need gold for countries to create economic value? Probably not because it's a pet rock. Is it cool that humans created a made up job called "goldsmith" to morph this petrock to other humans can look at your chain and go "pet rock gud". Yes it's cool! But again, all these things are because of the perceived value of gold. Not intrinsic.
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8bitpenis.sol
8bitpenis.sol@8bitpenis·
absolutely not. gold’s intrinsic value comes from multiple properties: - its easily divisible, and fusable - its fungible, even across centuries (no decay) - it can easily be made into anything - its scarce with just the right amount of inflation - there is no issuer/isnt controlled by a central authority, and it is properly distributed geographically - it’s beautiful - its portable, you can move large values with little effort i probably missed some things, but these are a few of the reasons why gold has intrinsic value
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StrategicHash
StrategicHash@StrategicHash·
@8bitpenis @mrinko Isn't that perceived value? Technically, yes, gold has some intrinsic value due to minimal use in electronics, but vast majority of $32 T in market cap is due to us apes going "oh yellow shiny rock good"
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8bitpenis.sol
8bitpenis.sol@8bitpenis·
what?? gold has intrinsic value. this is the craziest take i keep hearing but i see no justification of it at all? like come on guys intrinsic value absolutely exists! instrinsic value is the reason why most societies (even ones who’ve never interacted with each other) eventually converged to gold and silver currencies!
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Adam
Adam@adamdelphantom·
I don’t think there’s been anything built in crypto more virtuous than @MetaDAOProject since bitcoin
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StrategicHash
StrategicHash@StrategicHash·
@8bitpenis @mrinko SoVs don't have intrinsic value, only perceived value. SOL has intrinsic value due to DCF of REV
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8bitpenis.sol
8bitpenis.sol@8bitpenis·
@StrategicHash @mrinko why would anyone need ORE though? it has no intrinsic value bitcoin, zcash have intrinsic value due to their network properties ( and even SOL has intrinsic value ) i dont see how ore would have any, at all
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StrategicHash
StrategicHash@StrategicHash·
> ore’s and zcash’s privacy is not even comparable this is true unfortunately (mainly due to anonymity set). But that part of the ore program is swappable by futarchy governance > SoVs dont necessarily have to be as fast as solana all else equal, you want you SoVs to travel as fast as possible (think about worst case scenarios) >ORE is roulette I thought this for the longest time. But I've come around. ORE mining consumes capital and compute similar to bitcoin mining but without ASICs. And has a decent way to ensure 1 human = 1 weighted lottery ticket. Could there by a better mechanism for this? Maybe. But I think this part of ORE is also swappable by futarchy governance
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8bitpenis.sol
8bitpenis.sol@8bitpenis·
@StrategicHash @mrinko ore’s and zcash’s privacy is not even comparable, and SoVs dont necessarily have to be as fast as solana. id like to see some SoV natively on solana that doesnt have bridge risk but ore is just not it. it’s literally a roulette.
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Josip Volarević
Josip Volarević@JosipVolarevic2·
I just took out a negative APY loan on @hobba_io to put into the @JurassicFi raise on @MetaDAOProject. Raise is x50 oversubscribed so ~98% of my deposit will be refunded upon closing, which I'll then use to repay the loan. The remaining 2% of the loan will be closed over time with the negative interest. Basically I invested without having to sell my SOL. Only possible on @solana.
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StrategicHash
StrategicHash@StrategicHash·
Metadao is a win win win - Retail get access to unique private companies - Companies get access to capital from places previously thought impossible/complicated to access - Companies make better capital decisions through futarchy
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StrategicHash
StrategicHash@StrategicHash·
@8bitpenis @mrinko ORE is theoretically the best possible store of value in existence. It's private unlike bitcoin, it's natively programmable without bridge risk unlike bitcoin and zcash, you can move it around at lightspeed because it's on solana unlike bitcoin and zcash
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