Thank you to Bankr Fund for the conviction and long-term alignment.
We’re building onchain infrastructure for tax lien markets and real estate-linked RWAs on @base.
This partnership helps accelerate our path toward making a historically offline, fragmented market more accessible, transparent, and internet-native.
so many coins are severely undervalued right now. a major repricing is inevitable, and many will go far beyond their previous ATHs
$ONDO sits at 3.5B, while $LFI is at just 5.5m
Best RWA infra launch we’ve had this year and it’s still in its earliest days.
One reason for holding $LFI is that Josh Kernan, the Chief Operating Officer of Permian Capital, has repeatedly retweeted related content and hosted the Park City Summit, where LienFi founder MLeeJr pitched the project to LPs and institutional networks. This indicates that Permian Capital has already shown strong interest in LFI
Permian Capital was founded in 2018, focuses on investing in on-chain financial infrastructure, and is also one of the largest holders of ONDO (which reached a peak market cap of $10b and still remains around $4b)
Although LFI is not among Permian Capital's publicly disclosed six core positions, it may still be part of a more private LP-level investment or early-stage support
Of course, this is just a small reason for holding. For the deeper reasons, you can check out this tweet:https://t.co/dXVfyOv0tm
i’ve spent my entire career since graduating college in 2008 focused on tradfi (alternative investments)
took two funds to over $1b and now doing it again for the third time
working with some of the largest institutions in the country on their alternative investment allocations
tradfi is how i got involved with tax liens…learned abt them from a family office over 6 years ago…then met one of my partners victor who has 15+ years of institutional tax lien investing experience (and a patent in the category going back to 2015)
my 𝕏 profile was only iykyk over the years as it relates to tradfi relationships…never crossed over…i don’t think i ever posted the word gondola until this sentence
that’s all changing now with @lienfiapp
𝕏 used to be the place i would hide…but now i’ve been found 😂
and im proud to tell my tradfi friends abt what we’re building with lienfi
bc im proud of what we built and i know what we’re going to accomplish
the line in the below post that hit me:
“…it matters”
it really does…
picture below is from march in park city at the permian summit…an honor anytime im invited to present in front my peers
“you can find me @ mleejr on 𝕏”
first time i ever said that after a presentation
josh and matt at permian are great ppl i look up to those guys and am thankful for them 🙏
I don't post dollar amounts because they don't matter.
What matters is return %. Speaking of that...
YTD: 3840.39%.
I'm probably the only one in the world. Who called out multiple names that 10x'd in a short timeframe.
Do you remember these thesis anon?
1. $AXTI
2. $SIVE
3. $AAOI
4. $LITE
5. $IQE
6. $AEHR
7. $CRCL
8. $EWY
9. Unimicron
10. Nitto Boseki
11. $OSS
12. $GDRZF
13. $RPI
14. $SOI
15. $ALRIB
16. $SNDK
17. $SIMO
18. $VPG
19. $TSEM
20. $ARM
21. $MRVL
22. $INTC
23. $LPK
24. $NBIS
25. $MU
They're all up 100-1000%+, because...
1. I post a thesis.
2. People can see how the stock performs months later.
3. They turn out right (thesis validation) because they're up hundreds of percent + hold their returns.
I really dislike the traditional X influencer who shows large dollar amounts or fancy watches/cars/private jets.
Then use that to get more by selling expensive subscriptions rather than through market returns.
So trying to set a new trend off pure information discovery/synthesis from free thesis posts and the results that follow in terms of return percentages.
TLDR: Market returns in terms of percentages matter the most to validate a thesis.
Not the dollar amount made.
$LFI price action looks ugly, but the thesis is intact.
team still there.
narrative still there.
institutional backing still there.
tax liens and deeds still coming onchain.
this just looks like early big holders taking profit after a massive run.
my conviction remains: @lienfiapp will become very big. it’s just a matter of time.
in plays like this, where the token stealth-launched very early, you have to survive these phases and hold conviction even in the red.