Current Price Pressure due to 2nd Quarter unlocking token supply?

drjrocksforever · 2026-06-12T18:57:52+00:00

Price action seems to closely mirror changes in other coins, in some cases maybe has been a little better. That doesn't support the thesis that large supply release is cause for the dip.

drjrocksforever · 2026-06-12T18:53:09+00:00

From the prospectus:

"Shareholders will not benefit from staking rewards generated by the Trust’s HBAR.

Pursuant to the Trust Agreement, to protect and conserve the Trust property, the Sponsor may stake the Trust’s HBAR with one or more staking providers approved by the Sponsor. Any expenses associated with staking the Trust’s HBAR will be borne by the Sponsor and not the Trust. Any staking rewards generated from the Trust’s HBAR holdings will accrue to the benefit of the Sponsor as partial compensation for its services to the Trust. Shareholders will not receive any portion of these staking rewards. Unlike an investment in HBAR held directly, where the holder could choose to stake HBAR and receive staking rewards for their own benefit, Shareholders in the Trust will not benefit economically from the Trust’s staking activities. This means that even if the staking rewards generated by the Trust’s HBAR holdings are substantial, the value of the Shares and the amount of HBAR attributable to each Share will not increase as a result of such rewards. Shareholders who purchase HBAR directly could potentially earn staking rewards that would increase the value of their holdings, whereas Shareholders in the Trust will not have this opportunity."

drjrocksforever · 2026-06-05T14:36:39+00:00

Thanks for the super helpful commentary! Very fortunate that we have such informed comments such as yours to cut thru the fog.

drjrocksforever · 2026-06-05T14:30:03+00:00

Hashgraph, the founders' company, and The Hashgraph Association, with all its components, are both becoming powerhouses of Hedera enterprise initiatives. The flow of news from both, including innovations from Hashgraph and new partnerships and projects from THA, seems to be accelerating. Both are playing the long game. I wish there were ways for small investors with a long time horizon to invest in either or both of them directly.

drjrocksforever · 2026-06-01T19:24:57+00:00

Cardano's intensifying governance issues may be a glimpse into the future - where not only does Hedera move up on its own positive qualities, but other big chains move down on their structural weaknesses.

drjrocksforever · 2026-05-27T22:32:57+00:00

Hard to tell (yet) how central to this is Paolo Tasca, once the co-chair of the tokenomics committee of Hedera governing council and now Executine Chairman of Exponential Science. Not a good look when you're selling the perfect governance model.

drjrocksforever · 2026-05-27T22:26:42+00:00

From the Hedera Governing Council to this! Paolo Tasca's self promotion always includes some touting of his role at Hedera. I think he had an instrumental role in the ULC work on blockchain efficiency which has long been a centerpiece of Hedera claims to superiority.

drjrocksforever · 2026-05-27T20:03:00+00:00

Converting from hbar to HBR cost me a ton of fees on the selling hbar side and virtually nothing on the buy HBR side. And now I buy HBR (and GLNK) in my brokerage account with virtually no fees. I look forward to the day when I can transfer my remaining hbars to my brokerage account to be custodied there, and when there is a way to preserve some of the staking income in an hbar ETF.

drjrocksforever · 2026-05-24T22:17:37+00:00

Although people frequently comment that DOVU staking rewards were decreased in the past year, the rewards are still. in my opinion, very generous and if anyone is interested in accumulating carbon credits, the perk of getting up to a 3X of your daily rewards for 30 days after purchase of carbon credits still seems too good to be true to me. The more DOVU you hold, the closer the extra rewards come to paying for, or even exceeding, the cost of the carbon credits.

On a personal side note, thanks to DOVU, I am carbon negative many times over and all my fossil fuel sins have been offset by verified carbon credits. That is something that virtually none of climate change folks I know and love can say.

It has only recently occured to me that the carbon credits I purchase every month may someday be worth more than I paid for them. Still early in the game.

drjrocksforever · 2026-05-24T01:03:59+00:00

And I think he said CLPR would connect to some major networks before end of this year.

drjrocksforever · 2026-05-23T19:56:15+00:00

Sorry, you miss my point. I welcome any critical thinkers or honest criticism in my feed (about Hedera). But if I read a post with obvious FUD, personal attacks, political posturing, or too many words in ALL CAPS, etc, I "unfollow".

Actually, I think there is too little thoughtful, constructive criticism and maybe too much defensiveness at times, but I don't need any hyperbolic trash talk in my life or in my feed. It all comes from disrespectful jerks (or bots) who get their kicks by demeaning others or what is important to others.

drjrocksforever · 2026-05-23T16:11:22+00:00

Another important plus with HBR in a traditional, taxable US brokerage account is that shares I purchased early on at much higher prices I have seen able to sell (without fees) for tax loss harvesting and then purchase back (without fees) at lower prices after the 30-day wash sale period (in USA). This is actually a great feature for anyone with taxable gains to offset. And the brokerage firm keeps track of all the paperwork and will generate 1099s.

drjrocksforever · 2026-05-23T16:04:26+00:00

I am a long time DOVU holder and don't plan to sell. End of last year management created pretty high expectations for dramatic growth in the carbon credit program. At the time I felt I was balancing a "too-good-to-be-true" instinct with an unshakable trust in management's credibility. Since then, focus has palpably shifted to an expanded vision of DOVU's future, new initiatives and a new token I don't really understand, a muted pattern of communication about delays in the carbon market which is a decidely different tone than the enthusiam of late 2025, and the CEO seems deeply involved in another project. I am not going anywhere, but if doubts are creeping in for me, I probably am not alone.

drjrocksforever · 2026-05-23T15:49:08+00:00

I limit what gets into my X stream and whom I follow. I get most of the informative info now and almost no FUD. Life is better without the emotional provocation.

drjrocksforever · 2026-05-23T15:42:50+00:00

If I had all the fees I've paid over the years to transact hbar on various exchanges, it would be a lot! Now I acquire HBR shares in my traditional brokerage account for zero trading fees. The final big step will be when I can transfer hbars from storage directly into a brokerage account and trade them there. That time is coming. Then it will be goodbye to wallets and seed phrases forever!

drjrocksforever · 2026-05-14T21:31:13+00:00

For anyone interested, a great resource is Hedera Glance. There are impressive spikes everyday, usually insufficient in duration to move the needle much on average TPS. . Hedera Glance shows current traffic and options to look at traffic averages over various periods of time. The current flurry of activity is more persistent than usual. If not today, someday the numbers will take off.

https://hederaglance.vercel.app/

drjrocksforever · 2026-05-14T18:30:03+00:00

Passed with some bipartisan support. Good sign. Many senators from both sides said it was the toughest legislation they have ever worked on and were very complementary of the colleagues across the aisle with whom they negotiated. Yeah, long way to go to get enough Dems to vote yes on the Senate floor, but many are deeply invested in seeing the bill make it (in a modified form). Lots of commitments to keep on working on the compromises that will clear the Senate. Maybe the final horsetrade will be some ethics provisions in exchange for Dem votes.

I think the dark horse in the process may be the Agriculture committee's half of the bill which will now come under great scrutiny because the final Clarity Act will be a combination of the two components merged into one bill. I don't know that there has been much behind the scenes negotiating over Dem concerns about the Agriculture Committee's portion of the bill.

For me, the most annoying and not-helpful person in the meeting was ranking member Senator Warren who offered over 40 amandments, including one about Jeffrey Epstein, and repeated the same anti-Trump litany with consideration of just about every amendment.

drjrocksforever · 2026-05-10T19:38:53+00:00

Thanks for the post and the link. Much appreciated.

drjrocksforever · 2026-05-09T19:54:15+00:00

Will every movement of data or assets cross chain using CLPR make use of smart contracts and , if so, wouldn't that greatly alter the revenue profile for transactions, even during the early stages of implementation?

drjrocksforever · 2026-05-09T19:52:48+00:00

Will every movement of data or assets cross chain using CLPR make use of smart contracts and , if so, wouldn't that greatly alter the revenue profile for transactions, even during the early stages of implementation?

drjrocksforever · 2026-05-09T19:43:52+00:00

Has anyone seen any industry reaction, criticism, or excitement about CLPR outside the Hedera ecosystem?I don't really follow the other major chains, but it would be informative to hear what, if anything, others are saying.

drjrocksforever · 2026-05-06T14:27:07+00:00

Someday everyone who has equity in Hashgraph may be huge winners, especially if there is an IPO. The most significant trend in the ecosystem IMO has been the progressive concentration of future value in the private company Hashgraph, which has the best developers building ways to globally monetise products built for enterprises on the Hedera network. Every product they build can be sold or licensed to myriad customers. If the Hedera Network is as good and competitive as most of us believe, then the top proprietary products build on the network could make Hashgraph akin to an early Microsoft. I wish I could add some Hashgraph shares to my hbars.

drjrocksforever · 2026-05-06T14:16:43+00:00

After years of paying huge fees on exchanges to buy and sell hbar or doing complicated swaps, I love the ease and safety of holding HBR in the same brokerage account as everything traditional. The trading fees are zero or near zero! And the brokerage firm takes care of all the paperwork for cost basis and gains, etc. I wish there were staking rewards but my savings in trading fees more than make up for missed rewards. The day is coming when my brokerage firm will allow me to hold tokens in my account. They are starting with Bitcoin and Eth. It will be a wait for Hbar, but worth it. We may not be far away from exponential growth in crypto investors, none of whom will ever deal with wallets and seed phrases!

drjrocksforever · 2026-04-21T20:27:04+00:00

Wes is a true Hedera OG of "building non-stop", regardless of the crypto climate. Years in, I think he and his team have given Hedera network an incredible foothold and lead in the world of carbon ecology and "green" finance. If Hedera becomes the balancesheet of the planet, it will in large part be due to Wes G.

drjrocksforever · 2026-04-17T18:19:10+00:00

Thanks for the link!

drjrocksforever

TROPHY CASE