Transparency update regarding SEED

in LeoFinance2 years ago

Hi,

In preparation for the upcoming dividends feature for SEED, I just created a full cold Hive wallet (@seed-cold). I'll be DCA'ing HIVE and HBD there with funds as they come (instead of the regular mess of the @seed-treasury acc).

We've been holding a decent bunch of stablecoins for a few months during 2022 but now we're fully deployed into altcoins and I'm just keeping a small buffer of 500-1000 BUSD to participate in upcoming presales.

Now it doesn't feel right to accumulate HBD so I'll be focusing mainly on HIVE for this account.
I think that it could be useful to keep a variable ratio and change it as the market behaves. Logic says to DCA into HIVE while bear and DCA HBD near the final months of bull. But let's see anyway.

The initial ratio will be 90/10, which means that for every 100$ worth of HIVE added I'll only add 10 HBD.
I'll also keep another table to keep track of this in the regular reports.

hivedca.png

As you can see a few hundred HIVE have been already added. Hive Power will be delegated to @ocdb from @acidyo since it's one of the few trusted projects where you can delegate HIVE Power and get more HIVE while helping organically the network with fair curation.

Remember this is a full cold wallet, so no keychain functions yet (so no way to accumulate Hive Engine tokens).

Wen Divs?

This is the question that many probably keep asking. The short answer is still 'not yet'.

Being completely honest with you. SEED as a project is not yet in a comfortable position from which to launch attractive dividends. Launching this early would significantly negatively affect the growth capacity at this point in time.

Tentatively I would seriously start considering it at 500K$ of TVL. And with something like 150-200K HBD. No promises there. It's still early and I need a proper bull run to be properly positioned.

Think about the following

Dividends are an easy way to cheat an uninformed investor. People tend to think that they're 'free money' but they directly come at the expense of the stock price and have a direct implication for your taxes.

It's better understood with an example:

If share price is 10$ and the company pays a 5% dividend, you get 0.5/share, and share immediately plummets to 9,5$.

So, dividends are a 'forced' way of taking profits, wouldn't be better to just sell the share as you need the cash? (avoiding in the meanwhile taxes, which usually are a bit more abusive with divs btw).

This is mainly the #1 reason why I avoided 'paying dividends' since the beginning as I believe they can break up a project if the TVL hasn't been built enough and they just keep eroding the treasury (just for the sake of paying something).


That's all for today, enjoy your weekend!

100% of blogging rewards paid to @seed-treasury.

Remember you can follow the portfolio in real-time here:

https://cointracking.info/portfolio/seedtreasury

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Hehe, I like your thoughts on dividents, it's quite true.

A bit in the same boat I also wasn't a fan of adding "staking" rewards to POSH, although most tokens have them, without being able to do anything with it such as PoB, it feels pretty useless to me. Why reward people more for locking up tokens? To remove temptation from selling? I'm sure people are more patient by now and think twice about their trades after all these cycles, if not then you know how trades are, there's always someone else getting the better deal in any exchange. It's not like they need it for governance voting neither.

Instead we might introduce "staking" rewards in a form of daily dividends (:P) to POSH earners in the future from a POSH token pool of previously bought tokens from the market, this might be a cool new layer to see who'll hold it for "another round" if you will.

We do however have some reward plans for buyers/investors as well, but I'll stop here so it doesn't sound like I'm just trying to promote POSH again.

Like what you doing with SEED and thanks for the trust of your delegations, we'll try to use it as well as we can with our manual and double-checked/vetted curation!

y u no pay the plebs, scam confirmed :P

pleb, go to Greece for gay ass free money

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free money yes, gay ass no thank you :)

Why not?

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I prefer normal ass :)

That hole shall be one-way only!

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If we have really passed the BOTTOM, our wallet is in really good shape. Nobody gets me out of my mind that in the next bull run our wallet will reach $1 million. 500k in HBD and let's start with dividends ☺️

great, seed keeps making us poorer. Love it!

go work, pleb

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I like your view of dividends and I think it's the right approach. When stocks usually push out dividends, it's usually when their growth has slowed down a lot and they want people to stay invested.

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No to dividends in the next 5 years.

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