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I appreciate the clarification 🤝
As a large investor studying the project, I would find it very useful to have one clear explanation of the new Oasis strategy, the role of ROSE and how the ecosystem is expected to create value going forward.
In particular, I think the team should clarify:
- What specific actions or services will require ROSE?
- How Privana usage is expected to create organic demand for ROSE
- Whether ROSE will be used for fees, collateral, staking, access or other functions
- Whether any mechanisms will create buy pressure, burns or permanent token locking
- How ROSE is connected to ROFL compute and what happens when external applications use Oasis infrastructure
- How projects such as Carrot, SemiLiquid, Midas, IO.net and other integrations will ultimately interact with ROSE
- Regarding the Midas Series A investment: what is the specific strategic benefit of this investment for Oasis Protocol and ROSE holders, beyond the potential financial return to the Foundation, and how does the team plan to translate Midas’s growth into actual Oasis network usage or ROSE demand?
- How usage across external ecosystems translates into value for Oasis and ROSE holders
- What role the Foundation and treasury will play in the new model
- What KPIs the team will use to measure whether the new strategy is actually succeeding
- And importantly, what is the go-to-market and marketing strategy for Privana and the new Oasis direction?
The last point is particularly important to me. There is currently a significant gap in marketing and public awareness around Privana, even with V1 approaching. A strong product still needs users, distribution and a clear narrative to succeed, and this requires marketing, which is currently missing.
I believe publishing this publicly (an article, X post, etc.) would be very positive for the project. It would give investors and developers a much clearer understanding of the strategy, reduce speculation and help the community communicate the value proposition correctly.
For me, this is especially important as a large investor trying to understand not only what Oasis is building, but how that technology is ultimately expected to create sustainable value for ROSE.