RE: The Hive Thesis: Price is What You Pay, Value is What You Get
You are viewing a single comment's thread:
6/6 🧵
The Bigger Picture
Your Buffett moat thesis is strong — censorship resistance, HBD yield, sticky communities. Don't undermine it with inflated metrics.
The real story: a small, passionate community punching above its weight in retention and ideological commitment. That's a quality moat, not a quantity play. Own it.
0
0
0.000
0 comments