StrategicHash

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StrategicHash

StrategicHash

@StrategicHash

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

Personal opinions, not advice. Присоединился 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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Dhrumil
Dhrumil@mmdhrumil·
Introducing Hybrid Markets on @ArcherExchange_ Hybrid markets offers both maker prioritization on Solana AND are composable with all of DeFi at the same time
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jakub rusiecki
jakub rusiecki@jakub_rusiecki·
Taking the other side here. Bullish MetaDAO. The Nouns comparison misses what's actually being built. Nouns lost +$30M to rage-quit forks and burned $26M on frogs, donuts, and proposals where people just vanished with funds. Classic token voting with zero accountability. MetaDAO replaces voting with decision markets. You trade on outcomes, not vote on vibes. Bad proposals get crushed by the market. Manipulation is economically self-defeating because informed traders take the other side. The Ranger ICO is the best proof this actually works. Price crashed, team allegedly misrepresented metrics. In any traditional DAO, investors get destroyed. Instead, the community opened a liquidation proposal and it passed. $5M in USDC returned to holders at $0.82/token. ICO investors who held made 2.8% while the entire market dropped 30%. The ones who got hurt panic sold. That's not lighting money on fire. That's investor protection that actually worked. Traction is strong. Drift using it for grants. Jito for fee-switch decision. 96 proposals across 14 orgs. $2.51M protocol revenue in Q4 2025. Attempting futarchy at scale is one of the most ambitious governance experiments in crypto right now. It's healthy to have contrasting views internallly. That's what makes an IC worth having. Bullish futarchy and metadao
Peter (1kx)@pet3rpan_

MetaDAO projects resemble Nouns DAO, my favourite onchain reality tv show where people light money on fire in public and argue about it

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Felipe Montealegre
Felipe Montealegre@TheiaResearch·
Okay so Ranger ICO - Launched at $0.800 - Revenue went to 0 immediately post launch - Ongoing disputes about who said what etc. but ICO investors who held ACTUALLY MADE MONEY (2.8% while entire market dropped 30%) Tokenholders Rights powered by MetaDAO
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MetaDAO@MetaDAOProject

🧵 The Ranger redemption numbers have been finalized. Eligible tokens: 6,137,825.101 Redemption wallet balance: $5,047,249.68 Per token value: $0.822318 Claim link drops tomorrow. Full breakdown 👇

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Peter (1kx)
Peter (1kx)@pet3rpan_·
MetaDAO projects resemble Nouns DAO, my favourite onchain reality tv show where people light money on fire in public and argue about it
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StrategicHash
StrategicHash@StrategicHash·
@MiladyBonkle @TrustlessState We'll argue for hours and this debate will end with you learning how you can actually verify solana on cheap hardware on your home internet connection and still fit all of finance. But Ethereans aren't ready for that reality check. Solana executes.
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Bonkle K. 🌠🪲
Bonkle K. 🌠🪲@MiladyBonkle·
David Hoffman appears on my feed now and then exclusively to signal his anxiety for his ether bags. At some point we just need to come right out and get rid of these types. Here: treat "ETH the asset" as a myth. Ethereum is a platform to save the Internet. It is not here to make you rich. Go get high on solana shitcoins or hoard Bitcoin under your mattress if that's what you want. Sure, Ethereum's assured victory ultimately means hoarding ether-as-gas is a viable investment strategy, but only in the long-run; only when centralized, permissioned, insecure, unsustainable chains all crumble under the weight of their complicity. There's no ophthalmologist on Earth who can treat a nearsightedness so severe it can't see past Solana, of all things. Just roll over and drop the ETH-maxi shtick. Or, better yet, sell your ether bags and continue to cover the space. If you're actually here for some social movement for freedom (or whatever the "Bankless" MO is), why the personal concern for "bad looks" on twitter? (as if these are perfectly correlated with short-term price action) That Ethereum can hold its head high, committed to principles, is exactly the reason for my support. Ethereum is exceptional. If it listened to stochastic barking online (your claimed "real world"), it would be massified. It would be Solana. Thank God for protecting cypherpunk from such an ignoble death as that.
David Hoffman@TrustlessState

Hey @VitalikButerin, if Ethereum doesn't build for the real world then what's the point

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Bonkle K. 🌠🪲
Bonkle K. 🌠🪲@MiladyBonkle·
Which do you have a problem with? Censorship Resistance, Open Source and Free, Privacy, or Security? These are exactly Ethereum's "product relevancy". These are the only things that distinguish a blockchain from a centralized database. Beneath all the edgy fanfare, a smart contract is only distinguished from server-hosted code by CROPS. The stablecoin chains already demonstrate this (to not even entertain some fight over hosting memetokens). Like do you want Ethereum to compromise the entire chain so it can "compete" with institutional clubs like Tempo, Arc, or Plasma? It would lose. It's only a quirk of temporary future-blindless that an intra-bank blockchain-aware faction has to drag the slow behemoth along with it through these games appealing to our industry. They will always resolve to the most profitable outcome for their oligopolistic incumbency. This is about speed and security to them. They could just abolish ACH and have cybersecurity upgrades to their systems. But they're not nimble so it has to look like disruption and alternative (so long as these are effectively no less outside their authoritarian purview). Fortunately, information and markets naturally free themselves of inefficiencies posed by vestigial intermediaries. I.e., the CROPS chain will attract flow in the long-run, only after the negative cost of vampiric middle-men is demonstrated by the market. This will take time. The 21st century stages man's digitization. It is a 100 year battle. Ethereum is the single most important project on the side of liberty. The technological affordances of the coming epoch will end in Singleton unless freedom is unavoidable. We already see this tendency in the AI wars. CROPS is the bedrock for any conceivable alternative. I, and even cynical bag-defending you, should want nothing less than this extreme solemnity in the hearts of the World Computer's stewards. If they took it any less seriously we wouldn't stand a chance.
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Felipe Montealegre
Felipe Montealegre@TheiaResearch·
every token with previous investors has this setup but the difference is that MetaDAO investors have additional baked in protections On MetaDAO new investors can liquidate if they feel that the project was not what they were sold / is significantly underperforming expectations
wassieloyer@wassielawyer

@arvndalxndr The current investor unlock schedule makes it so that the tokenholders are heavily incentivised to liquidate the treasury before each unlock cliff.

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trent.sol
trent.sol@trentdotsol·
imagine being so stupid as to limit the tam to finance. coordination is orders of magnitude larger
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Daniel Barabander
Daniel Barabander@dbarabander·
There is only one form of capital formation I'm aware of that can scale with AI: @MetaDAOProject AI will cause an explosion in long tail companies. More long tail = more necessities for programatic bolted-in accountability. The friction of the DE C-corp cannot keep up.
Brian Armstrong@brian_armstrong

Crypto will break down barriers around fundraising and capital formation next. Reducing friction around fundraising will increase the number of startups in the world, accelerating progress. Every entrepreneur knows how time consuming (and expensive) fundraising can be.

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m0xt
m0xt@m0xt_·
@TraderNoah It is still too expensive. I am sure your models suggest the same.
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