SaitamaUniverse, CFA Profile picture
Mar 9 • 20 tweets • 13 min read
THREAD🧵: Quick observation about the charts in #DeFi, hopefully useful for some in their understanding of what’s happening and why sometimes looking at the chart of good quality projects can be frustrating, seeing them not being properly rewarded

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Ok let’s take for example projects like Optimus (BTW, no offense to those making money out of that, happy for you, just like I’m happy when people come back from the casino with winnings, if you can beat the house against their odds, it’s very great) and look at who’s

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buying it with big amounts, you realize that they mostly made their money during the DOGE and SHIB era. But let’s be serious here, generating big returns in 2021 didn’t require talents in investing, more a sense of community belonging (and many people really
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helped building the awareness and hype around these communities, which is a great accomplishment), but the truth is that many lucky investors of these communities made huge amounts of money in very little time and not by being patient, or identifying quality
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assets (I don’t even know that they seriously care) but more by following what is shinny and hot. But now these people have huge amount of money and they want to put it to work, so what do they chose to invest in – well similar trendy non mature assets like Optimus
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That’s why you see quality and utilities not being rewarded (for now at least, especially in a bear market) the way it should, these people (doesn’t matter how much money you have) are not investors, they’re traders focusing on swing trades and hyping prices
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for the most part. One of the reasons why it makes sense in #DeFi is that: 1) returns can be significant vs other asset classes in a very short timeframe, even with tokenomics taxes considered (not easy to have a stock doing a 2-3x, options are fine, but time
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decay can crush your dreams very rapidly as well) and 2) swing traders most likely don’t pay taxes on gains (they don’t even report crypto transactions), so they get in and out (swing trade), they usually have no sense of community belonging, they just don’t
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care (and yes these are the people who will turn your back on you when it becomes convenient for them, because what they do is swing trade and if they have influence, they want you to move your capital toward their newest position, period)
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Unfortunately, as of now, the biggest capital providers in the market are these people, and they’re doing just that, and for the institutional investors, the serious and large ones, that have compliance and policies to enforce when investing, they don’t
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come because of that very behavior (and that’s why they don’t go in penny stocks either), you’ll see small family offices/hedge funds, but that’s about it (for now at least)

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Ok my comments might sound depressive for value, passive investors (and I include myself in that group)…but the truth is, it’s far from being negative for us, it allows us to build massive positions in quality companies/assets that will one day become

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the standard and leader in their industry or in a specific use case. Quality of the dev team, which is, in other words, the capacity to execute the vision, the utilities that will eventually generate cash flows, its competitive advantage vs peers
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(the short and quick road is not always the right one), and finally for #DeFi, the strength of the community, is what will help you reach financial freedom, generate massive amount of wealth with relatively low levels of risk vs choosing hyped assets…the only
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trade off, well you know it, is that you need to accept that it’ll take some TIME (COULD BE FASTER THAN YOU THINK SOMETIMES) and that you’ll have to FIGHT YOUR OWN BEHAVIORAL TRAITS (the desire to get rich fast at all cost and and surrounding
#SAITAMA #SAITAPRO #SaitaChain
yourself with people, influencers or even friends, selling you that illusive dream not for your own interest, but for theirs)

I might be wrong, who knows what can happen in the future (and keep in mind that this is my job, to predict the future and advise
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large institutional investors on what that future might be), but my view is that blockchain and crypto will change the world as we know it and echoed by many in the field), won’t happen tomorrow, but we’ll get there, no doubt, so if you align yourself
#SAITAMA #SAITAPRO
with quality players, and yes #SAITAMA IS AMONG THEM NO DOUBT, then you’ll likely make it big – what happens in life is never a sure thing, it’ll never be, it is a game of probabilities, and when you’re a true investor, you don’t bet on assets based on the

#SAITAMA #SAITAPRO
greater fool theory, because seriously, what are your rational odds…no you choose quality assets that you know that despite the current pricing environment (bear market), they will shine and will get noticed by other real investors, in due time

#SAITAMA #SAITAPRO
(and you don’t want for a second to waste your precious capital on illogical assets)

Hope it really helps some!

#SAITAMA IS A GREAT ASSET (and although less mature, #MAZIMATIC is a play that I'm confortable with), IT'S A PRIVILEGE TO BE ABLE TO BUY AT THESE LOW LEVELS

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More from @SaitamaUniverse

Jan 26
🧵MAJOR THREAD ABOUT #SAITAMA - ANSWERING 2 QUESTIONS: 1) WHY SAITAMA IS ONE OF THE BEST WAYS TO GAIN EXPOSURE TO THE #BLOCKCHAIN / #DEFI REVOLUTION; AND 2) WILL IT REACH THE PRICE OF $1?

- 2ND POST - 26/37 -
#BESUMMIT #Altcoin #Crypto #100xgem #1000xgem #Blockchain #ETH #BTC Image
#blockchain will become a dominant sector of our economy and most of the revolution won’t even be noticeable in our everyday lives, but it’ll be there, everywhere. By offering quality and innovative solutions, #Saitama is simply exposed to a thriving and accelerating sector
27/37
(one day the 12th sector of the S&P) and that will bring strong tailwinds to the company…and the whole industry as a matter of fact

So, the race is on, many projects in #DeFi are playing catch-up to what #Saitama is doing (or claiming to do it – always easier to...
28/37
Read 13 tweets
Jan 26
🧵MAJOR THREAD ABOUT #SAITAMA - ANSWERING 2 QUESTIONS: 1) WHY SAITAMA IS ONE OF THE BEST WAYS TO GAIN EXPOSURE TO THE #BLOCKCHAIN / #DEFI REVOLUTION; AND 2) WILL IT REACH THE PRICE OF $1?

- 1ST POST - 1/37 -
#SaitaPro #BESUMMIT #Altcoin #Crypto #BTC #ETH #1000xgem #ADA #SOL Image
In the crypto world, we often (“always”) hear bold claims about a crypto reaching a given price, SOMETIMES even with a given timeframe, and very often for projects with very little real accomplishments, let alone real-world utilities
2/37
The truth is that when investing, nobody can tell you with certainty if an asset will reach a certain price in the future, but like everything else in life, one can determine the probability of an event (pretty much all our decisions in life are based on probabilities)
3/37
Read 24 tweets

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