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Nate
@Natan_benish
Co-founder @longdotxyz /@joinlong_ Real world markets. NFA
Joined May 2019
2.8K Following    28.3K Followers
alignment with public companies via stock pairs is still extremely underrated. At some point, the most sensible thing for public companies will be to distribute stocks directly to holders via tokenization. One of the biggest metas we had with crypto-native airdrops was the idea that you could target blue-chip holders: Pudgy, Punks, ETH OGs, and later through Kaito’s InfoFi. HODLing stock pairs on LONG is the cleanest way to signal alignment with the stock. For public companies, there are a few angles here: 1. You can’t find a better ROI on marketing spend than handing out stocks. Even something like $10m to a highly legit group of holders who can coordinate and amplify bullish sentiment. 2. Tokenized stocks create a sink for that cost. Minting $10m worth of stocks will necessarily capture some portion in liquidity pools. So even if holders sell back a big portion of the drop, the net mint can easily be 50% of the initial amount, without including the pairs that holders might reinvest in. 3. This can help companies have high circulating supply at IPO while improving absorption of sell pressure. The holy grail for pre-IPO companies struggling to figure out their “TGE tokenomics.” There are already precedents for this sort of thing, with Robinhood offering OpenAI shares and drops for users. We are very early in a new alchemy of finance. LONG.
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@AnthropicAI I recommend giving the shares directly to the public