/biz/ - Business & Finance

I bought like .5% of the entire market capitalization recently. The company's upside potential is ridiculous if they begin securing partnerships.

Complete monopoly on the market, real world use cases, team that survived the bear market while gaining customers, and many industries that can be tapped. This is a long term hold.

>>21671701
Compound and Maker are going to zero. I've read their protocols compared to Aave's and Synthetic Network's respectively - there is no competition in the long run. Both of Aave and Synthetic Network will capture 80% of their respective markets.

>>21671608
NXM has some issues with the underlying game theory. I read the white paper on how they decide on paying settlements. None of the games have been solved, though they are first to market. I unironically bought Kleros because they had a significantly better logic tree on decision making than NXM.

>>21671936
Terra-Luna is like the Maker of Asia. Could be a dominate force as they have millions of customers. However, DeFi is hot in financial services, not necessarily payment networks. Could be worth looking out for if they expand into other categories.

>>21634103

242K (5% of my portfolio). DeFi investor here. I was curious about the contract settlement game theory logistics as the DeFi space expanded into more complex financial instruments. Especially smart contract insurance and human-labor smart contract agreements.

Couldn't find a protocol that solved this game theory. Nexus Mutual and Numeraire claims to have solved it, but their white papers had numerous nodes that failed to clearly ensure an unbiased outcome on the decision making process.

Kleros does a good job at it. I respect what the team is doing and believe that other applications will soon seek partnerships to have human judgement guide its workflow.