Did anybody listen to the Townhall with Shayne & Rob?

Question

Hedera Community Chat ($HBAR)

Summit Seeker R

Did anybody listen to the Townhall with Shayne & Rob?

What are your thoughts?

I personally believe there's a lot to be excited about but also some things I'm cautious of.

#cryptocurrency #english #hbar

0

24.10.2023

11 ответов

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Jeeptopdown

I just finished listening - the recording is up on their YouTube channel. I like Shayne’s shift in focus to revenue (my feeling is that it has been a shift). And Rob is simply the best ambassador of the network in my opinion. Having him on point for enterprise adoption through the HA is one of the best moves they’ve made IMO.

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25.10.2023

Summit Seeker R Автор вопроса

dilly.hh
I was only able to listen in for about the first 2...

First let me say, 95% bullish and positive stuff! Highly impressed with Rob and Shane as always. The only red flags for me were when Shayne said it could be 3-4 more years until the "breakeven point". This echoes what Mance said about 10,000 tps being the "breakeven point". As an investor 3-4+ years for "breakeven" doesn't sound enticing. Sounds more like one could really wait a bit to invest until the network comes around in the future. Granted it maybe at slightly higher prices but certainly not creating demand that would get investors excited about. The other piece, related, is that Hedera only generated $3 million in fees. Not a lot for "the most utilized network " with 20+billion transactions. Definitely lackluster revenue for that many transactions. If you scale that up with the fee schedule, it's going to take a long long time to generate $10 million, $50 million, $100 million etc. I know they're building a 100- year company but I don't have that long to see a return in my HBAR investment.

0

25.10.2023

Jeeptopdown

Summit Seeker R
First let me say, 95% bullish and positive stuff!...

I think he’s been burned before and is setting the time frame out farther than it will be. Rob has said he thinks we’ll be blowing through the throttle by Q3 ‘25.

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25.10.2023

General Von Klinkerhoffen

Summit Seeker R
First let me say, 95% bullish and positive stuff!...

I can understand that but name me more than one or two blockchains that have had their price inflated based on actual revenue. Cardano in 2021? Mina spiked about 130% yesterday for no reason other than the fact it was listed on Upbit. It's still a speculative asset class and as far as I can see, we are in a much better position with the build out and adoption than 99.99%.

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25.10.2023

Mixmastermcd

Summit Seeker R
First let me say, 95% bullish and positive stuff!...

Theres cryptos with literally no case use... And they sit higher than hbar, i wouldnt read into that too much, as these forecasts will be based on as the market have progressed and stands just now, as oppose too, how it would stand with major investment after regulation if it ever happens , just my opinion🙌

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25.10.2023

General Von Klinkerhoffen

Mixmastermcd
Theres cryptos with literally no case use... And t...

Exactly. People are supposed to be betting on mass adoption. You've got the pure Defi fanatics who won't budge from wanting complete anonymity, no KYC etc. That won't lead to mass adoption. No chance. Then you've got the casino players being led by VCs pumping prices. Neither will survive after regulation. There needs to be compromise between the old world and new.

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25.10.2023

Veritas🦴

There's another huge problem that plagues all DLTs...... Why should anyone trust/use a 3rd-party DLT in the first place?

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25.10.2023

General Von Klinkerhoffen

Veritas🦴
There's another huge problem that plagues all DLTs...

Precisely the reason you are concerned. Open, permissionless and immutable. Trust, which is what Leemon Baird is championing. But to operate on it, there needs to be some mechanism for tracing bad actors.

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25.10.2023

Kas Per

Summit Seeker R
First let me say, 95% bullish and positive stuff!...

Thanks for that info. Much appreciated 👍

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25.10.2023

Crypto1.0.1

Summit Seeker R
First let me say, 95% bullish and positive stuff!...

Everything right now in crypto is valued on potential. Lets take a tech example we can all understand WhatsApp in 2014 was sold for $16B even though it may little to no money. So I ask you what is HBAR worth given its current and future potential certainly more than the current $1B ..???

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25.10.2023

dilly.hh · Accepted Answer

I was only able to listen in for about the first 20 mins. I certainly didn’t hear anything during that time to make me cautious. Rob Allen is a fountain of knowledge and I always love to hear his thoughts on anything “Hedera”. To be honest though, unless there was some new stuff disclosed after I had to drop, I think Shark Bytes, on the weekly HBAR Bull roundup, is the best place to get Rob’s views on what’s happening in the ecosystem.

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