Miyamoto

CFO and Co-founder :

$AORA Token utility :

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.

a shitty launch doesn’t change the fundamentals i learned that on $VVV’s launch on @AerodromeFi sometimes you have to filter out the bias and emotions, stick to the fundamentals, and trust your due diligence

eventually, every business that can operate better onchain, in a more fair, transparent, and efficient way using blockchain rails will either move onchain or get outcompeted by one that does.

airbnb = 86b mcap. a better airbnb built onchain, using blockchain rails, lower fees better incentives for both guests and hosts. co-founder CFO with 6+ years of experience at a 26b leader in digitally savvy leisure and travel industry, at 1.6m mcap 5370x cheaper on @base.

@maybeltr wagmi

you used to be able to tweet "gm" and get 1k rts

real world startups are fair launching on @base and we get early access before they become the next unicorns we get to front-run the VCs and tradfi this is the beginning of a new world onchain

I am pretty confident we are the new wealthy elite, gentlemen. Crypto changed a lot since the 2017 and 2021 DeFi eras, when many of us genuinely believed in fundamentals, decentralization, and building a better financial system. somewhere along the way, large parts of the space turned into a giant decentralized casino, dominated by bundlers, cabals, extraction, and endless PvP schemes. honestly, at times it became depressing. It makes you wonder what still keeps you here. A lot of my smart friends left. some went back to IB and trad markets. eventhough they had edge to outperform in this market, because, it simply didn't feel right to win in rigged pvp casino. But lately, i’ve started noticing a shift again. For the first time in years, it feels like we’re getting access to something bigger than pure speculation, i'm seeing it with @AskVenice and @ErikVoorhees choosing to launch it onchain. and now with @lienfiapp's launch by @MLeeJr and team. early and fair access to real world companies being built onchain, with actual moats, actual businesses, and genuine use cases for blockchain rails. And this shift is happening on @base. The more i watch what @base and @coinbase are doing, the more convinced i become that this is the direction the industry was always supposed to go toward. not useless financial nihilism, but real infrastructure for real world commerce and markets. Onchain is simply superior. And it will eat everything. Most people still don’t see it yet because it’s so early, but the shift is happening in real time. a few people see it. i see it. and i think over the next years the entire world gradually comes onchain. $VVV is only a small glimpse of what’s coming. and honestly, gentlemen… i am pretty confident we are the new wealthy elite.

i’ve cut everything else i have onchain and am only positioning in high conviction bets on real world companies with strong moats operating in markets bigger than crypto itself. right now i only have two main positions on @base with asymmetric 100x upside

real world companies targeting real world markets, using blockchain rails, onchain, is the biggest opportunity in crypto. and @base is where it’s happening.

i think we have a new 100x on @base

@cryptofomo99 go lifemaxxing

@iruletrenches Bought the dip ,what's next?

gm

@696_eth @AerodromeFi @bankrbot exactly

@iruletrenches @AerodromeFi @bankrbot They don't think anything is wrong with it cause aero stakers (?) are eating

If @AerodromeFi doesn’t fix its launch model, @bankrbot will eventually take their lunch

@base @iamheci $bald

What's the first token you bought on Base?

@mathburn666 @base i’m a victim of this onchain rape

There is no better scam detector on @base than a dexscreener boost