this new era of crypto has tokens distributing value pretty cleanly to their holders, so as silly as it sounds it's pretty straight forward to value a lot of these with some basic modelling
value investor szn for crypto
unc szn
@haumicharts
going back to a windows PC after spending a week with my Mac feels like stepping into the 90s
once you go Mac you never go back
9/28/2026 02:19
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@haumicharts
$QNT bulls feel free to chime in here pls
But after the Clearing House announcement, isn't Quant just a fintech company that sells enterprise licenses for banks to access Overledger, and the company books all the revenue?
There's zero visibility in...
9/27/2026 21:42
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@haumicharts
the idea of the revenue and buyback/burn szn in crypto is so funny
What do you mean that people are just waking up to the fact you actually need to make money and deliver a return to your investors lol
9/26/2026 16:41
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@haumicharts
Ondo and blackrock’s new intelligent portfolios they announced today is the beginning of the disruption to the etf business
Why hold an etf, which is just a basket, when you can a hold a token that does the same thing and can be programmed?
9/24/2026 15:24
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@haumicharts
I recently sat down with Bryan Choe, Head of Research at @RWA_xyz, the largest independent analytics and data platform for tokenized real-world assets.
Bryan is one of the sharpest independent researchers in the space, so it was a real pleasure to f...
9/23/2026 20:54
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@haumicharts
At close to $100B fully diluted, $HYPE has priced in most of the growth it's going to see in the next few yrs
its now widely owned and the easy money has already been made
9/23/2026 18:19
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@haumicharts
if every corporate treasury in the world could take the money that sits in their chequing accounts forgoing interest and they could instead hold it in a money market fund earning yield, and the moment they need to satisfy an obligation they liquidate...
9/23/2026 02:01
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@haumicharts
while everyone obsesses over where artificial intelligence is going, we're all missing the other half the equation. I think this other half is the single biggest opportunity I see in today's market.
its a bit oversimplified yes, but for simplicity t...
9/21/2026 23:59
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@haumicharts
avax isn’t going to power the back office, lol. credit where credit is due, they know how to market to gullible retail
9/21/2026 02:51
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@haumicharts
🎙️ I sat down with Joe Flanagan @joe_defi, Co-Founder of Maple Finance, one of the largest asset managers in on-chain credit.
I keep hearing tokenization will hit private markets hardest, so I asked Joe what that looks like for private lending.
h...
9/10/2026 07:42
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