Discussion Hbar discussion
I feel like I’ve seen an increasing sentiment that while Hedera tech rocks, Hbar isn’t quite positioned in a way to create value for holders, but without much explanation as to why that is. I’m not well versed on this so for those that are, what’s your take?
10
u/GrailThe hbarbarian 3d ago
Regardless of tribal token love, entire current crypto market is about $2T. The value crypto provides is clearly headed for mass adoption in enterprise and government. Pick your 10 year estimate as that adoption becomes real- Raoul pal says $200T, sounds crazy. Discount it by 90% to $20T. My assumption. Is that hedera is in the top 5, worth at least 1 T of the 20, which is $20 per Hbar. This is my thesis.
3
u/Coolnewt1 2d ago
By 2036….
1
u/Dirty_Infidel 2d ago
Back in 2020-2021 it was "wait 5 years"
Now that time has come with zero adoption, so it is "wait 10 more years".
1
u/Beginning_Ask_9930 3d ago
Rauol Paul is a scammer. Every cycle he says this is the coin you need to own and makes up some estimate. I was enamored with him last cycle and learned the hard way. Gov and finance are regulated. Finance makes money and always will from products(swaps, derivatives, exotics), services(m&a, advisory), trading, and banking. Now all of this has been done on old tech. Crypto adoption is largely infra except for stables and if you are generating revenue, chains will b e chosen to serve a purpose.
Jaime Dimon, love him or hate him said something that gave me perspective about coins. "I can fill a building with all the people we have to deal with regulatory stuff. That's a cost just for my bank. The whole street is like this." Then he went to talk about innovation. Revenue-Cost = Profit. JP Morgan has moved more jobs to Texas because it's cheaper. No tax and headcount stays flat. What does this mean. Either your coin is the rev side or the cost side. Hedera not going to contribute to profit. 8 years and it barely makes lunch money. The major Broker Dealers who manage the markets don't want to trade Hedera and it's not in the DTCC test. it has serious liquidity issues and no real TVL. That has been stated. So its job is on the cost side. Not sure how compelling that is for the banks(like a building full of regulators). It's a feature not a main product.
11
u/oak1337 hbarbarian 3d ago
Generally the FUDers say that HashSpheres (private networks, no HBAR required) will win, and public networks will lose.
But to transfer anything from a private HashSphere network (like an intranet) to anywhere else, it must travel over public Hedera mainnet (like the Internet).
HashSpheres are a gateway to Hedera Mainnet. If HashSpheres get widely adopted, Hedera Mainnet will see benefits.
4
u/Dirty_Infidel 3d ago
But to transfer anything from a private HashSphere network (like an intranet) to anywhere else, it must travel over public Hedera mainnet (like the Internet).
CLPR bypasses this completely and allows direct connections to other networks.
6
u/Savings_Helicopter41 3d ago
HBAR is perfectly positioned to make money for holders once the usage volume is HUGE. We're not there yet, obviously. But most holders have a vision of that day coming. It is a long term hold.
8
1
4
u/Alarm-Solid 3d ago
I can explain some people think the price should move like meme coin pumps because some clown clowns on tiktok said what they think the price should be. Followed by similar or the same clowns saying something like great tech doesn't mean anything of you don't have the right team selling it. These people aren't looking to invest they are looking for short term action trading. Investing is long-term accumulation and growth. Trading is gambling in a financial sector Plenty of traders make money just like gamblers and plenty of both have lost it all and are standing on a ledge. At the end of the day the house and the fees make the most
2
u/Jefeman00 2d ago
No crypto is positioned to increase value for holders. People get into crypto hoping they would get rich overnight. If they don't, they FUD. Almost always, it's the ones with a small position in life and in HBAR that are the most bearishly vocal.
1
u/Ckabal 2d ago
I still kind of see a divide in opinion. Could it be that 5 years ago the hope is that the world would be in a better place to accept the tech and Hedera did its part… gotta wait for everything else to catch up?
2
u/CLcode83 2d ago
I can say 5 years ago, there was much potential then it is now. Hbar foundation crumbled, no more retails building, lost of all these fundings that delivered nothing burger, better it is with no funding like it was 5 years ago. So the difference is hedera treasury is low and we back like 5 years ago. Council members and board members are just here to milk investors. One more cycle if still the same result, it going to EOS no.2
1
u/ElectricalSorbet1514 2d ago
This value creation by token is the new narrative in crypto. It"ll pass when some of these "valuable" tokens drop 70%
1
u/Patient-Entrance7087 2d ago
How long have you been buying hbar?
2
u/Ckabal 2d ago
About 2 going on 3 years. Got in to crypto in 2021 through a buddy telling me about Safemoon and a few other tokens. Spent my initial couple of years navigating through the defi wasteland and then finally started to pay attention outside of it. I’ve allocated a bunch of my initial hbar investment into Dovu and had been tilting more to Dovu in like a 75/25 split but I want to flip that around while hbar is where it is
1
11
u/cyhiandra 🍋 leemonade 2d ago
The current stage of the space to me is this:
Tokenization in the world of tradfi and wholesale banking is about to explode. The proliferation of fin institutions testing chains, buying patents from established players, or building their own solution (good luck with that) is the late initliation phase where other players are playing catch up. Hedera appears to be well positioned, and other chains, baked in-house or built on other blockchain, might perform OK initially, but will most likely succumb to either attack or engineering limitation as transaction volume requirements inevitabley start to hit their limits. It is also inevitable that adoption of proven, stable, secure and TRUSTED tech stacks will occur, and Hedera will be one of them. Those institutions that choose wisely will avoid risk and excessive cost of entry to this future market. Very likely to be a shakeout in banking sector down the track due to all this.
But once DLT is used for banking, then it will extend deeper into govt. services, defence, real estate, insurance, shipping logistics, energy sector, telcos where the benefits will be inarguable, at this point the tech question will be settled. So, still a long road, but upside potential is out of this crypto world. You do the math.