, 15 tweets, 3 min read Read on Twitter
If you are holding some kind of federated DAG, or a proprietary chain / utility token for blockchain-as-a-service in any kind of “medium of exchange” use case are you really going to bet against the #Libra wormtongue?

If that same project also had an ICO / premine...
and is at risk of delisting have you not derisked your position yet?

I predict that centralized “cash” chains will be obliterated by #zuckbucks. Shitcoins have been licking their boots for years, and now they are replaced outright by their own proprietary solution.
Which begs the question: why would a consortium of control freaks want to outsource any censorable point of contact in their chain of command when they could simply operate that from in-house systems?

If you are still hoping for the reptile to throw you a bone don’t bank on it!
Hedge your portfolio and come build on a community driven chain and embrace real decentralization and censorship resistance.

Together we can build a viable alternative to the insidious control machine Facebook is building.

Valuation: what drives it? Libra value is stable.
The value the chain provides the businesses operating the system will be realized in private equity and stock valuations. They will dominate the centralized market, which is unlikely to reach prior ATH as a result.

Public chain valuation will reflect the value they provide.
$RVN is an economy-in-a-box that anyone and everyone can use to manage all types of digital assets and content. It is sovereign of any one Corp. That will GAIN in value as the aforementioned changes manifest as marketshare dominions of private vs public.

Like BTC with money.
It will only get more difficult to launch a viable public chain, and the market will shakeout and leave only strong options with good code.

This space is already quite small when considering:

Regulatory risk based on region
Use case
Centralized alternatives
I picture the vast majority of centralized crypto projects will need to retool as equity sharing registered securities and price will reflect business revenue and value.

No more speculation based on whether or not Facebook or MasterCard will adopt them, that chapter closed.
Thus capital in the space will flow into viable companies and platforms that serve that market space as more and more things are converted to digital assets.

That leaves a few viable long term investment strategies.
I would argue you can invest in the companies likely to provide the services that will benefit from decentralized censorship resistant networks and gain adoption and increase in value and use.

You won’t make a killing investing in Facebook anymore as a common person.
Or you can watch for rare high quality registered securities options in the new emerging market space (perhaps even micro investments that fit into the Jobs Act classification). Regulation may expand here to put something between that and Reg CF seed.
Lastly you can choose to support public platforms like $RVN and $BTC by mining, developing, providing education, or any other form of support for these alternatives to the big brother options Facebook will shove down the world’s throat.
I’m not an investment professional giving out advice but the last shot at true sustainable value is going to be in one of these open networks, because it will come down to us vs them. The sooner you pick the right side the higher the risk and the greater reward.
Me? I’ll win, or die trying. What we are fighting for here is bigger than gains, it is going to be a chapter in history books where cypherpunks fight the bankers and the fed and all those who look to take our individual liberties and we will scratch out our own spot in the sand.
So check the direction of the wind and look at the changing tides, align yourself with an open network and build on something worth fighting for, against censorship, against rehypothecation, against centralization and concentration of wealth and information and content.

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