Arthur Hayes|11月 30, 2025 07:32
I think @keoneHD made a valid point that @MaelstromFund past / present portcos that we advise and/or invested have big locked token supplies. My advice to founders is always get to 100% vested for the team and investors asap , ideally immediately.
Then one of two things happens:
1. The price nukes to close to zero, and stays there if there is no organic demand based on usage.
2. Or the price dips and recovers because there is organic usage.
I hope we have done our job as investors to only back projects that generate organic usage and thus in the medium run we will make money, and if we failed at our job we deserve to lose all our money.
Unfortunately, no founder has taken this advice so I can’t point to a successful outcome based on this theory. Maybe Monad can be the first to prove me right, and the amazing tech can generate the usage to challenge ETH and SOL.(Arthur Hayes)
Share To
Timeline
HotFlash
APP
X
Telegram
CopyLink