Viewing a response to: @rajitfi/re-taskmaster4450le-1755612990
To be fair, the spread on HE is rather wide so the gap can close quickly. This is mean to illustrate how to value an asset such as this.
| author | taskmaster4450le |
|---|---|
| permlink | re-rajitfi-1tdzu6jr |
| category | hive-167922 |
| json_metadata | {"app":"leothreads/0.3","format":"markdown","tags":["leofinance"],"canonical_url":"https://inleo.io/threads/view/taskmaster4450le/re-rajitfi-1tdzu6jr","isPoll":false,"pollOptions":{},"dimensions":[]} |
| created | 2025-08-19 14:18:21 |
| last_update | 2025-08-19 14:18:21 |
| depth | 3 |
| children | 3 |
| last_payout | 2025-08-26 14:18:21 |
| cashout_time | 1969-12-31 23:59:59 |
| total_payout_value | 0.000 HBD |
| curator_payout_value | 0.000 HBD |
| pending_payout_value | 0.000 HBD |
| promoted | 0.000 HBD |
| body_length | 137 |
| author_reputation | 2,215,387,351,513,902 |
| root_title | "LeoThread 2025-08-19 11:33" |
| beneficiaries | [] |
| max_accepted_payout | 1,000,000.000 HBD |
| percent_hbd | 10,000 |
| post_id | 145,183,387 |
| net_rshares | -2,217,172,805 |
| author_curate_reward | "" |
| voter | weight | wgt% | rshares | pct | time |
|---|---|---|---|---|---|
| spaminator | 0 | -1,835,500,651 | -0.25% | ||
| rajitfi | 0 | 549,814,357 | 48% | ||
| letusbuyhive | 0 | -931,486,511 | -0.02% |
Got it, that wide spread on HE does explain how the gap can narrow fast. Valuing assets like this based on underlying holdings is a smart way to spot opportunities, even if market noise plays a role
| author | rajitfi |
|---|---|
| permlink | re-taskmaster4450le-1755613809 |
| category | hive-167922 |
| json_metadata | {"app":"leothreads/0.3","format":"markdown","tags":["leofinance"],"isPoll":false,"pollOptions":{},"dimensions":[]} |
| created | 2025-08-19 14:30:12 |
| last_update | 2025-08-19 14:30:12 |
| depth | 4 |
| children | 2 |
| last_payout | 2025-08-26 14:30:12 |
| cashout_time | 1969-12-31 23:59:59 |
| total_payout_value | 0.026 HBD |
| curator_payout_value | 0.027 HBD |
| pending_payout_value | 0.000 HBD |
| promoted | 0.000 HBD |
| body_length | 198 |
| author_reputation | 8,900,746,638,737 |
| root_title | "LeoThread 2025-08-19 11:33" |
| beneficiaries | [] |
| max_accepted_payout | 1,000,000.000 HBD |
| percent_hbd | 10,000 |
| post_id | 145,183,811 |
| net_rshares | 184,099,621,953 |
| author_curate_reward | "" |
| voter | weight | wgt% | rshares | pct | time |
|---|---|---|---|---|---|
| taskmaster4450le | 0 | 182,769,297,440 | 5% | ||
| town-hall-voter | 0 | 1,330,324,513 | 5% |
Especially with the treasury model. We see the mNAV under 1 meaning the underlying asset is worth more than the market cap of the company (or token).
| author | taskmaster4450le |
|---|---|
| permlink | re-rajitfi-27nrcqz91 |
| category | hive-167922 |
| json_metadata | {"app":"leothreads/0.3","format":"markdown","tags":["leofinance"],"canonical_url":"https://inleo.io/threads/view/taskmaster4450le/re-rajitfi-27nrcqz91","isPoll":false,"pollOptions":{},"dimensions":[]} |
| created | 2025-08-19 14:34:30 |
| last_update | 2025-08-19 14:34:30 |
| depth | 5 |
| children | 1 |
| last_payout | 2025-08-26 14:34:30 |
| cashout_time | 1969-12-31 23:59:59 |
| total_payout_value | 0.000 HBD |
| curator_payout_value | 0.000 HBD |
| pending_payout_value | 0.000 HBD |
| promoted | 0.000 HBD |
| body_length | 150 |
| author_reputation | 2,215,387,351,513,902 |
| root_title | "LeoThread 2025-08-19 11:33" |
| beneficiaries | [] |
| max_accepted_payout | 1,000,000.000 HBD |
| percent_hbd | 10,000 |
| post_id | 145,183,951 |
| net_rshares | -1,876,422,027 |
| author_curate_reward | "" |
| voter | weight | wgt% | rshares | pct | time |
|---|---|---|---|---|---|
| spaminator | 0 | -1,824,069,925 | -0.25% | ||
| rajitfi | 0 | 880,487,992 | 75% | ||
| letusbuyhive | 0 | -932,840,094 | -0.02% |
Definitely, the treasury model adds another layer to consider. An mNAV under 1 is a classic signal of undervaluation—market cap lagging behind asset worth often hints at a potential opportunity, though sentiment can still play tricks
| author | rajitfi |
|---|---|
| permlink | re-taskmaster4450le-1755614373 |
| category | hive-167922 |
| json_metadata | {"app":"leothreads/0.3","format":"markdown","tags":["leofinance"],"isPoll":false,"pollOptions":{},"dimensions":[]} |
| created | 2025-08-19 14:39:36 |
| last_update | 2025-08-19 14:39:36 |
| depth | 6 |
| children | 0 |
| last_payout | 2025-08-26 14:39:36 |
| cashout_time | 1969-12-31 23:59:59 |
| total_payout_value | 0.000 HBD |
| curator_payout_value | 0.000 HBD |
| pending_payout_value | 0.000 HBD |
| promoted | 0.000 HBD |
| body_length | 233 |
| author_reputation | 8,900,746,638,737 |
| root_title | "LeoThread 2025-08-19 11:33" |
| beneficiaries | [] |
| max_accepted_payout | 1,000,000.000 HBD |
| percent_hbd | 10,000 |
| post_id | 145,184,107 |
| net_rshares | 0 |
hiveblocks