alexd

[alexd @winallagain]

@mcagney @daddaddaddadd @HelloNavra @Figure My concern is less about Figure’s current execution and more about market recognition. If the 485+ partners and Figure Connect prove this is financial infrastructure, then the key question is when the market starts valuing Figure on that basis rather than as a high-growth lender.

[alexd @winallagain]

@daddaddaddadd @mcagney @HelloNavra @Figure Two risks for $FIGR:

1. If the market sees Figure as just a lending company, the stock could still get cut in half.
2. If Figure is truly building financial infrastructure, current growth is far too slow for that ambition.

[alexd @winallagain]

Unsurprisingly, $FIGR went down again today. As an investor, I'm used to it.

[alexd @winallagain]

@KrishnaY152841 If you're a regular investor, you'd be furious by now.

[alexd @winallagain]

@KrishnaY152841 Unless you're a short seller.

[alexd @winallagain]

@KrishnaY152841 I don’t see how FIGR treats investors well. The stock has been down for nine trading days, and may go down again today.

[alexd @winallagain]

@Simpletradery 重仓了figr而错过了半导体牛市，已经使我抑郁了一段时间，产生了自我怀疑，曾经Mike豪言壮志，千亿市值，rwa的基础设施，现在看都是空中楼阁，或许他们根本不在乎投资者的死活，在前一段时间，高管疯狂减持。

[alexd @winallagain]

@Simpletradery 我曾经坚信figr和Mike，从ipo持有到现在，可基本面不断变好的同时股价却一直在跌，早期投资者也在变现离场，说明市场并不看好，说直白点，增长率就是太慢了，之前的快速增长只是因为基数低，并不能保持。

[alexd @winallagain]

@Simpletradery 如果定位是贷款公司，那么这个增长率是没问题的，可如果是金融基础设施，那么问题就很大了，连高增长率都保持不了，就不能成为金融基础设施。

[alexd @winallagain]

@Simpletradery 你没有有想过他们就是打着rwa的幌子，在招摇撞骗？

[alexd @winallagain]

@mcagney @HHorsley @Bitwise I’ve held FIGR since the IPO, but I’m starting to question my thesis. Is the market discounting FIGR because investors don’t believe its current high growth can be sustained?

[alexd @winallagain]

@mcagney @HHorsley @Bitwise Mike, two questions:

1. FGRS trading volume remains extremely low. Does this suggest the blockchain-native stock model hasn’t gained traction?
2. Q3 loan volume is growing, but QoQ growth fell by more than half vs. Q2. Does this signal slowing momentum, or just a tougher base?

[alexd @winallagain]

@mcagney @daddaddaddadd @RepzdaCanes @Figure Mike, HCM plans to sell 2.6M shares and DCM plans to sell 3M shares. What’s your take on this?