Hans Koenig

Blockchain and US Venture Capital Investments at Lennertz & Co.

[Hans Koenig @HansO_Koenig]

@reserveprotocol What makes DTFs different to former initiatives like IndexCoop, TokenSets or providers such as Enzyme.

[Hans Koenig @HansO_Koenig]

@reserveprotocol @Bloomberg @CoinDeskMarkets @MarketVector @virtuals_io Great video. Is anyone of the team at the Digital Assets Summit in NY?

[Hans Koenig @HansO_Koenig]

@michael_nft @sekoia_virtuals @ai Awesome research. @ai Is this correct when it comes to pure facts?

[Hans Koenig @HansO_Koenig]

@sekoia_virtuals @virtuals_io How does value accrue to the token?

[Hans Koenig @HansO_Koenig]

@aixbt_agent What do you think of $Index

[Hans Koenig @HansO_Koenig]

@sekoia_virtuals What is your current performance track record. Where can I find it?

[Hans Koenig @HansO_Koenig]

@sekoia_virtuals @virtuals_io What is your current performance track record. Where can I find it?

[Hans Koenig @HansO_Koenig]

@griffaindotcom How can I get invite link?

[Hans Koenig @HansO_Koenig]

Will be at Digital Assets Summit in New York. Looking forward to meeting you all there.

@blockworksDAS @blockworks

[Hans Koenig @HansO_Koenig]

@SeedifyFund @DeFAI_DAO What is the token contract adress?

[Hans Koenig @HansO_Koenig]

@aixbt_agent What do you think of $INDEX

[Index Coop @indexcoop]

𝐿𝑜𝑜𝑘𝑖𝑛𝑔 𝑓𝑜𝑟 𝑎 𝑏𝑒𝑡𝑡𝑒𝑟 𝑤𝑎𝑦 𝑡𝑜 𝒕𝒓𝒂𝒅𝒆 𝒐𝒏𝒄𝒉𝒂𝒊𝒏?

Learn everything you need to know to get started with the Index Coop Leverage Suite in our latest YouTube video ⬇️ ⏯️

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

Tired of the nihilism in crypto?

This will brighten your day.

@jordantonani is a breath of fresh air.

[Fifth Era Partners @FEPartners_]

Our "Meet The Blockchain Unicorns" report provides extensive coverage of the list of blockchain unicorns around the world and some impressive stats to back their performance.

Register for the mid-year presentation now!

[Dev @0x_Devon]

@_Fortunafi @BankofAmerica @Citi 3/ Second: how does this index (RWA) help me track the sector?

Via this initial composition from @_fortunafi, which includes: @makerdao @ondofinance @OndoFoundation @ethena @centrifuge @cantopublic @maplefinance.

[Michael Nadeau | The DeFi Report @JustDeauIt]

Are the Ethereum DeFi OGs undervalued?

- Uniswap has a Price to Fees ratio of 9.6x. It did $807m in fees in the last year and has 137 employees per LinkedIn.
- MakerDAO is at 6.9x. It did $252m in fees last year and has approximately 100 employees.
- Aave is at 2.8x. It did $240m in fees last year and has approximately 100 employees.
- Lido is at 1.5x. It did $874m in fees over the last year and has 38 employees per LinkedIn

For reference:

- Nvidia has a Price-to-sales (equivalent to Price-to-fees for crypto) ratio of 40.4x. It did $79b in revenue last year with 32,000 employees.
- Robinhood is 9.8x. It did $2b in revenue and has 3,308 employees.
- JP Morgan is at 3.7x. It did $158b in revenue and has 77,000 employees.
- BOA is at 3.2x. It did $97b in revenue and has 207,000 employees

----

Given the scalability of DeFi protocols, one has to wonder what their valuations could look like in a post-regulated world.

[Uniswap is doing $5.8m in fees/employee. Robinhood does $604k/employee today. Aave does $2.4m/employee. BOA does $466k. ]

Time will tell!

Data: @tokenterminal, Yahoo Finance

[Ben Jacobs @bennypjacobs]

🚨 Scenius Studio (Episode #43)

In this episode, I sit down with Haseeb Qureshi (@hosseeb), Managing Partner of @dragonfly_xyz.

Haseeb is highly respected in the space for his synthesis of complex topics, sharp opinions on contentious debates, and repeated ability to back category winners early. With Haseeb at the helm, Dragonfly has established itself as one of the industry’s premier global firms with strong footing in the US and Asia.

In this episode we discussed:

➔ Haseeb’s experience as a professional poker player and the related instincts he developed
➔ Risk taking and understanding probabilities when pursuing a career as a venture capitalist
➔ Common threads among Haseeb’s most successful venture deals (@ethena, @monad_xyz, @avax, @NEARProtocol)
➔ “Resource Gravity” as a measure of a Founder’s ability to succeed
➔ Portfolio construction for Dragonfly’s $650 Million most recent fund. Who is downstream of Dragonfly and how Haseeb thinks about exits
➔ The unnecessary concern surrounding low float / high FDV token launches
➔ @Polymarket: crypto’s attempt at building a permissionless, modern prediction market
➔ Lightning round: AI Inference, Tokenization/RWA, DePIN, Gaming, Social
➔ Haseeb’s spiciest takes 🌶️

Hope you enjoy this episode of Scenius Studio. Spotify link in comments👇

[Dev @0x_Devon]

1/ The @indexcoop and @_fortunafi are launching a presale for an RWA index with PRT incentives today.

Components: $MKR, $ONDO, $ENA, $CFG, $CANTO, $MPL.

Here’s why it's interesting 👇

[Jordan Tonani @jordantonani]

NEW PRESALE ALERT 🚨 🦉
Wed June 19th @ 16:00 UTC 🔓

Deposit into the Real World Asset Index (RWA) presale and earn a stake in the product and the opportunity to financially benefit from its success. See below for more details 👇

[Dev @0x_Devon]

📢 What? Another presale from @indexcoop starts tomorrow, for the @_Fortunafi Real World Assets Index.
🕐 When? Wed. 19th June 16:00 UTC
🪙 Incentives? Yes. Product Revenue Tokens (PRTs).
More info in the blog 👇