my thonks
pros:
- does what its supposed to do
- clear leader in its segment
- segment will grow
cons:
- the circ supply / FDV (unlock soon)
- actually makes money so no hopium premium
- valueless governance token (until proven otherwise)
pros:
- does what its supposed to do
- clear leader in its segment
- segment will grow
cons:
- the circ supply / FDV (unlock soon)
- actually makes money so no hopium premium
- valueless governance token (until proven otherwise)
https://twitter.com/0xtuba/status/1467478236653228034
i actually like the business model of LDO but im too stupid to know if the unlock is a bullish unlock or a bearish unlock
idk if im understanding things right (im retarded), but it looks to me like circ supply is gonna go from like ~6% to 63% over the next year (everything except the DAO treasury)
ideal scenario (for me) is that sometime next year during the linear unlock the general gripto market takes a shit and spooks enough large holders that have vested enough to panic and front run dump on each other which presents an opportunity to buy in cheap during the chaos 🙏
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