[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Sheikh Silicon [@SheikhSilicon](/creator/twitter/SheikhSilicon) on x 71.3K followers Created: 2025-07-18 11:42:40 UTC My @HanaNetwork investment thesis has evolved from "interesting DeFi protocol" to "infrastructure for the future of finance" The $40M FDV at TGE looked reasonable six months ago. Today, with 570K users and proven product-market fit, it looks like one of the biggest bargains in crypto. What changed my perspective: user behavior data. These aren't speculators chasing yields - they're consumers discovering blockchain through fun, social experiences. This is how technology crosses the chasm from early adopters to mainstream. The total addressable market is expanding beyond crypto. Social media users, mobile gamers, global remittance markets - HANA's platform addresses all of these use cases through a single, unified experience. Revenue diversification is impressive. Trading fees, NFT sales, subscription services, enterprise partnerships - multiple income streams create sustainable economics that don't depend on token appreciation. Most importantly, HANA is building moats through network effects rather than just technology. Users, developers, and partners are all creating value that makes the platform more defensible over time. This isn't just another crypto investment - it's a position in the infrastructure that will power social finance for the next decade. The risk-reward at current valuations is compelling. #HanaNetwork  XXXXX engagements  **Related Topics** [tge](/topic/tge) [$40m](/topic/$40m) [finance](/topic/finance) [protocol](/topic/protocol) [investment](/topic/investment) [Post Link](https://x.com/SheikhSilicon/status/1946173775260553218)
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Sheikh Silicon @SheikhSilicon on x 71.3K followers
Created: 2025-07-18 11:42:40 UTC
My @HanaNetwork investment thesis has evolved from "interesting DeFi protocol" to "infrastructure for the future of finance"
The $40M FDV at TGE looked reasonable six months ago. Today, with 570K users and proven product-market fit, it looks like one of the biggest bargains in crypto.
What changed my perspective: user behavior data. These aren't speculators chasing yields - they're consumers discovering blockchain through fun, social experiences. This is how technology crosses the chasm from early adopters to mainstream.
The total addressable market is expanding beyond crypto. Social media users, mobile gamers, global remittance markets - HANA's platform addresses all of these use cases through a single, unified experience.
Revenue diversification is impressive. Trading fees, NFT sales, subscription services, enterprise partnerships - multiple income streams create sustainable economics that don't depend on token appreciation.
Most importantly, HANA is building moats through network effects rather than just technology. Users, developers, and partners are all creating value that makes the platform more defensible over time.
This isn't just another crypto investment - it's a position in the infrastructure that will power social finance for the next decade. The risk-reward at current valuations is compelling.
#HanaNetwork
XXXXX engagements
Related Topics tge $40m finance protocol investment