We're now focusing on established web2 firms. Bringing to crypto DAOs that capture cashflow from web2. Bull or bear, these tokens do not depend on crypto markets for cash flow.

Only the best VCs have net profit. Most lose. Joining the best VC funds is never accessible to most people. They're exclusive. DAO Maker now has a proven track record: $178M distributed on $32M buys. 10s of mil in vestings coming. Even in the current market, that's 5.5x+.

Trading vs VC vs Holding 1. Longterm hold = market return 2. Trading = luck. Best (3AC/Alameda) rose & then broke. Most big funds underperform the market. 3. Proven: strong track record VCs beat the market. DAO Maker has shown to be the only accessible shot at that.

$OPUL - Opulous Share in success of mainstream music. Run by mainstream music company - Ditto. - MFTs (earn from music) - MFT exchange - Loans to artists Ambitious stuff. Next MFT is @Tyga! Running on 3rd parties for now; native platform on the way still. Mcap 2.5% of Audius

$HORD - Hord Fractionalize on-chain basket of anything. Preliminary version is live. - ETFs - Influencer baskets - DAOs Complete infra to deploy these things is still not ready. Mcap ~$1M.

$LSS - Lossless Technology to reverse a hack. Already live! Helped save funds of hacked projects already (including $16M+ for $Sushi). $100B on-chain. Security is vital for mass adoption. More products built on core tech on the way! $12.5M mcap (val about 1% of Certik).

$FEAR - Fear Games Tokenizing horror entertainment market. So much going on here: - central metaverse for horror games, shows, events - wide range of games already live Main vertical is mainstream game integration. 1st one went live recently with Steam game: Araya. $2.5M mcap.

$XCAD - XCAD Network Join in success of your favorite YouTubers & celebrities. Tokenize them. Trade them. Stake to earn part of creator economy. - Many creators disclosed, 100s of millions subscribers - Platform not yet released Mcap is about 4% of CHZ; less than 2% of Flow.

$ORN - Orion Protocol Trade the liquidity of major CEX on a DEX. This is both a technical & operational milestone. And it’s live! The DEX still needs lot more tokens to build a base of traders and that’s in the works. Mcap is about 1% of leading DEX; only 0.1% of leading CEX.

Some DAO Maker launches are now 1 year past their listing. There’s been enough time to assess commitment of teams and the development of their product & strategy. I checked for (1) active dev updates + (2) active socials. Here’s a few that stand out: (Not financial advice.)

Most launchpads are trading at 80-90% less than the earnings of their stakers in the bull run. Had they charged a fee, the treasury would be enough to own the entire circulation at current token price. Fintech products not charging a user fee are setting themselves for failure.

Lost $2B on $12B of assets? So $CEL team lost more than they even gave out in interest to depositors. It's as if a business never existed, and only ran expenses. Lending is still a major business in crypto. Turns out it's only DeFi platforms like $AAVE, $COMP doing it properly.

#GameFi has a lot of merit: gamers are acquainted with digital assets & currencies, understand value of scarcity, and participate in digitzed economies. Like #DeFi, its first cycle has been chaotic. Next time, focus needs to be on revenue + game as product (not NFT as product).

For those who recognize cybersecurity protocols for DeFi are crypto juggernauts in the making: Got a transactional security protocol in line for a SHO, and immensely excited for it.

Cybersecurity in crypto is overlooked. Such an under served market, $100B needs protection. Audit firms are $1B++ valuations, even though audits offer zero. $LSS is still the only solution of its kind. Real protection. $1M saved just today, after a hack. It'll be the standard.

Added $METIS to the watch list. Peak meme factor: Vitalik's mom is an advisor. Every $1 increase in ETH is +3 to Vitalik's e-clout.

Everyone looking to buy the dip on BTC and ETH. Altcoin maxi me: deciding what price to hit $SOL, $AVAX, etc. What else worth picking 90-99% below ATH?

About 15 months ago, I got interested in Terra not because of UST, but 'cause of $MIR. The synth protocol which, at that point, had out-done $SNX in 2 months. I'll definitely trade / be involved in the forked LUNA, especially if it's purely dapp-focused. https://t.co/nhd8Fect2u

D. Vanilla, Accepted Narrative Terra's narrative has been decentralized stable (UST). Now, the shift comes with the good ol' narrative of active layer-1. This is something more people are willing to adopt, without criticism, as it's a tried and tested unicorn maker narrative.

C. Community This is vital for any blockchain. Terra had a very strong tribe, naturally built: - old network, around for long time at low price - strong distribution at low price - goes 1,000x for public buyers Referencing point (A), even if 25% vouches new chain, it's strong.