Thread by @WesleyBKress

1/ This is the largest issue with #Cryptocurency as a whole. This psychology. Scary as an investor. Price going up doesn’t make U a better project, company, tech etc. $CEL (LOW BETA) as it refers to pricing. Market Mechanics effect price. The project, company effects VALUE. 👇🏼

https://twitter.com/technologypoet/status/1429425225964429312

2/ Celsius #CapitalStructure & #Moat #6PlusRevenueStreams & VERY HIGH BARRIER TO ENTRY @CelsiusNetwork pays 80% of revenue back to depositor (married w/equity holder, so no conflict of interest as is case w/traditional Bank capital structures). $CEL © competitor 30% PROFITS lol

3/ Celsius didn’t or hasn’t listed on MAJOR exchanges, price is determined based on short term supply & demand. #MarketMechanics This effects the PRICE not VALUE. Not listing on Exchange allows them to give it back to community. Exchanges manipulate link.medium.com/Hpe9C3jSmhb

4/ Celsius risk manages better than anyone. They only allow counter-party risk with highly flushed balanced sheets or audited & secured Protocols in #DeFi (8-10% MAX single party) Most diversified revenue streams for sustainable Yield LARGEST #BTC miner in North America.

5/ Celsius accomplished the hardest & highest Barrier to entry to generate #Yield & do it better than all competitors (Not close). FREE in APP Swaps soon. Understand that Coinbase, Voyager depend on 90%+ of Revenue from this. Now Celsius will disrupt this massive segment.

6/ The biggest failure & fallacy of investing is to generate a narrative based on price & believe it. This is how & why many get severely hurt in investing. VALUE > Price. The industry is nascent, easy & most are throwing money everywhere & w/ this being their first time

7/Participating in markets ever. Strategic importance is necessary for long term success & it has nothing to do with price. This is why people trying to create a narrative from price alone is a logical fallacy. Celsius has achieved #ProofOfCommunity full #transparency NO one else

8/has achieved this. They have the most AUM. This allows for a massive competitor Advantage as resources allow for operational leverage & growth. Alex has $300+ million of his own money sitting next to ours in $CEL token. Aligned incentives & interest. This is massive. No one

9/ else has done this. Also, have followed every legal & regulatory element. They have the best security & devote the most employees to this with over 50 of their 275 people to this. Powerful. Price will never determine whether a company will be around only VALUE & Execution.

10/ I realize this is most people’s first time participating in financial markets & investing but Celsius is doing everything the right way & creating VALUE that will be around for generations & those who are patient will be royally rewarded. *NFA

11/ Most of the competitive yields paid via other platforms if temporarily higher are not only not sustainable (Come from investor subsidizing rates to temporarily increase adoption) but mean nothing in the longer term success as not all #Yield has same risk profile, is it

12/ sustainable? Is it subsidized? And if so that’s like running a promotion instead of focusing on a sustainable business strategy. It looks great short term & everyone generates a narrative showing success but in the same way Viral Effects are not the same as Network Effects I

13/ would state the same here. Celsius unlike other projects are paying the #Yield not via #Inflation but via real revenue streams. As to #OpportunityCost I would state that anyone can make money but one is assuming massive risk to do so. Many gamble & make money & in these

14/ markets stupidity is royally rewarded because of the Monetary & Fiscal backdrop. So it may behoove some to diversify (small %) in more speculative #crypto but control ones position size. I am an investor & everything I see $CEL doing is what I want to see much of the slowness

15/ is due to the very high friction caused by following every regulatory element & prioritizing security & stability over speed. I think large investors agree with me. Despite’s ZERO marketing they are largest AUM in entire space. VALUE>price. Intelligence & patience will win

16/ but there will be many narratives driving by price that will appear to be the opposite. The personal question is are you an investor or a speculator. Celsius never moved w/ anything last time it exploded (Low Beta) is very good for #PortfolioManagement *NFA