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Thanks, this clarifies the strategic shift, but it also raises an even more important question for me as an investor.
If Oasis is moving away from competing for native TVL on Sapphire and instead wants to provide privacy and verifiable compute across other ecosystems, then what is the actual role of ROSE in this new model?
Where will sustainable demand for ROSE come from if liquidity, applications and users remain primarily on Ethereum, Base, Arbitrum and other networks?
You mentioned that you are exploring several ways to integrate ROSE into Privana that could affect its supply and demand dynamics. Could you explain at least at a high level what role ROSE is expected to play and what mechanisms are being considered to create organic demand for the token?
This is a critical question for investors. Building successful infrastructure is one thing, but if the infrastructure can grow without requiring the native token, then the success of the technology does not necessarily translate into value for ROSE holders.
I’m also still interested in the Midas Series A investment. I understand that the original $5M ecosystem initiative and the new direct investment are different things. But if the Foundation is now deploying capital into successful external companies, what is the specific strategic benefit to Oasis beyond potential financial returns from those investments?
In other words, is the Foundation investing to make money from successful companies, or are these investments primarily intended to drive adoption, usage and value capture for Oasis and ROSE?
I think this is the most important part of the new strategy that needs to be explained. Otherwise, there is a risk that Oasis becomes successful as a technology while ROSE itself has little or no fundamental demand.
I’m looking forward to understanding how the team plans to avoid that outcome.