Holy Bitballs (r/acc)

[Holy Bitballs (r/acc) @MarkOosFirm]

with Blockworks data. for @helium enjoyoors

[Nick Carpinito @0xMetaLight]

Deep Waters Capital published a 5-year SOTP model on (Pre-HIP 149) $HNT.

The entire financial model runs Blockworks tokenholder reports, Blockworks Research coverage, and Blockworks Analytics.

Just use @Blockworks data

https://t.co/HwKlTinv2Q

[Holy Bitballs (r/acc) @MarkOosFirm]

@LaFamilia_so @Backpack Hey what's her ca

[Holy Bitballs (r/acc) @MarkOosFirm]

@Sgt_Lazo https://t.co/46w9DdfeS4

For those who wonder what the business is all about

[Holy Bitballs (r/acc) @MarkOosFirm]

@Luc100k What other exchanges hold all three?

[Holy Bitballs (r/acc) @MarkOosFirm]

@mert будь мужиком бустани пацанов @gesimxyz

[Holy Bitballs (r/acc) @MarkOosFirm]

@ericonomic Do you need confirmation to proceed under the assumption that he is a seller?

[Holy Bitballs (r/acc) @MarkOosFirm]

@mert debridge coded

[Holy Bitballs (r/acc) @MarkOosFirm]

indeed. market is basically underwriting token value accrual at zero and pricing the token in the gutter. but the underlying biz is already revenue rich, so even a small surprise on accrual mechanics is massive convexity. once people can confidently speculate on how to draw a line from revs to token value, the repricing gets nervous fast. then reflexivity takes over.

then arthur hayes comes in and you sell lol

[Holy Bitballs (r/acc) @MarkOosFirm]

@armaniferrante How come

[Holy Bitballs (r/acc) @MarkOosFirm]

@lesabrefomo Seed though?
Series A though?
"primarily" though?

Not shitting or anything. I myself believe it's a very interesting business. I wrote about it:

https://t.co/3uL1uRm2TW

Just really unsure how to underwrite the token

[Holy Bitballs (r/acc) @MarkOosFirm]

@TraderNoah Go ahead and publish an example

[Holy Bitballs (r/acc) @MarkOosFirm]

@lesabrefomo What is 'an ownerless entity'?

[Holy Bitballs (r/acc) @MarkOosFirm]

@ChillHouseSOL Fuck you!

[Holy Bitballs (r/acc) @MarkOosFirm]

I suggest that the new leadership takes the oversight design points mentioned here under advisement
@didiomario

[Nick Carpinito @0xMetaLight]

https://t.co/MaUcPwVlxb

[Holy Bitballs (r/acc) @MarkOosFirm]

@kdotcrypto "it makes no sense to render 30m of capital idle"

[Holy Bitballs (r/acc) @MarkOosFirm]

@mert

[Holy Bitballs (r/acc) @MarkOosFirm]

@adidogCEO @canikizu @HyperliquidX I thought it was the industry standard though? Ever since Binance started doing it

[Holy Bitballs (r/acc) @MarkOosFirm]

@mdudas @MetaDAOProject mentioned

[Nick Carpinito @0xMetaLight]

Deep Waters Capital published a 5-year SOTP model on (Pre-HIP 149) $HNT.

The entire financial model runs Blockworks tokenholder reports, Blockworks Research coverage, and Blockworks Analytics.

Just use @Blockworks data

https://t.co/HwKlTinv2Q