Hatu

Cooking in stealth.

Ex-DAO Maker (note: I have 0 DAO + never a signatory at this company)

NOTE: Tweets not financial advice. They are my opinions.

[Hatu @TheHatuSS]

The index is 85-90% just EMAAR (and its subsidiary) stock. Shares in the company are based on profits of future sales, nothing to do with properties in the market.

Side note, zoom out a bit and it's a correction on an over-extension.

Finally, it's priced based on book value of its net assets. Safe to say that the floor on the index (basically an Emaar equity wrapper) isn't far.

[Hatu @TheHatuSS]

@MariusCrypt0 The trail of thought here led me to finally post this:
https://t.co/8EHKgUKwQB

[Hatu @TheHatuSS]

@CyberArena_NFT @DogechainFamily This'll light up the Doge eco 💪

[Hatu @TheHatuSS]

We're now focusing on established web2 firms. Bringing to crypto DAOs that capture cashflow from web2.

Bull or bear, these tokens do not depend on crypto markets for cash flow.

[Hatu @TheHatuSS]

Trading vs VC vs Holding

1. Longterm hold = market return

2. Trading = luck. Best (3AC/Alameda) rose & then broke. Most big funds underperform the market.

3. Proven: strong track record VCs beat the market. DAO Maker has shown to be the only accessible shot at that.

[Hatu @TheHatuSS]

Only the best VCs have net profit. Most lose. Joining the best VC funds is never accessible to most people. They're exclusive.

DAO Maker now has a proven track record: $178M distributed on $32M buys. 10s of mil in vestings coming.

Even in the current market, that's 5.5x+.

[Hatu @TheHatuSS]

@dgmason The hyped ones fizzled off.
The ones building quality play are the ones that'll still matter in the coming bearish 3-6 months, like @GoldFeverGame.

[Hatu @TheHatuSS]

@TheGemHunters $NGL - crypto gaming's real shot at mainstream

$HORD - drag and drop ETFs, DAOs, along with own order book

$FEAR - only participant for the massive horror entertainment market

[Hatu @TheHatuSS]

@OnlyICOHunter @S1monx I specifically stated ATH, and you come back with "rn" price...

[Hatu @TheHatuSS]

Some DAO Maker launches are now 1 year past their listing.

There’s been enough time to assess commitment of teams and the development of their product & strategy.

I checked for (1) active dev updates + (2) active socials.

Here’s a few that stand out:
(Not financial advice.)

[Hatu @TheHatuSS]

@S1monx Depends how you want to define flop. If referring to projects that didn't do "too" well at their open (lowest DAO Maker ATH is 2.3x), some blanket things would be:
- too high FDV
- bad market making
- poorly negotiated CEX listing
- cheaply-done company aesthetics
- bad metrics

[Hatu @TheHatuSS]

$OPUL - Opulous

Share in success of mainstream music.
Run by mainstream music company - Ditto.

- MFTs (earn from music)
- MFT exchange
- Loans to artists

Ambitious stuff.

Next MFT is @Tyga!
Running on 3rd parties for now; native platform on the way still.

Mcap 2.5% of Audius

[Hatu @TheHatuSS]

$HORD - Hord

Fractionalize on-chain basket of anything.
Preliminary version is live.

- ETFs
- Influencer baskets
- DAOs

Complete infra to deploy these things is still not ready.

Mcap ~$1M.

[Hatu @TheHatuSS]

@spinalms @TheDaoMaker The full answer is that we charge a fee, and that allows us to acquire resources to make startups perform better.

[Hatu @TheHatuSS]

@czdaomaker @hashflow @ivangbi_ You give your tokens to market makers. Hope they don't make bad trades. If they do, you hope they give you back tokens in full (no IL).

Pretty sure 3 Arrows would've gotten a confirmation.

[Hatu @TheHatuSS]

@LohitReddy33 @TheDaoMaker ... $DAO mcap is now almost equal to all other launchpads put together. That's an effective result of fees.

[Hatu @TheHatuSS]

Most launchpads are trading at 80-90% less than the earnings of their stakers in the bull run.

Had they charged a fee, the treasury would be enough to own the entire circulation at current token price.

Fintech products not charging a user fee are setting themselves for failure.