Full record

Hitcrypto

Multiple Maelstrom portfolio companies launch their tokens during 2024, each accompanied by a points program.

A scored prediction by Arthur Hayes, made on .

BlogQuote from the original sourcecrypto

Scored prediction

Hitcrypto

Many of Maelstrom's portfolio companies will launch their tokens in 2024, and you can expect to learn about points programs, which all share a goal of generating usage of their protocols.

Multiple Maelstrom portfolio companies launch their tokens during 2024, each accompanied by a points program.

Made on
2024-02-08
Outcome
Hit
Importance
2 / 5
Effect on score
+1.91

What counted as right

Status
resolved
Settled on
2024-12-31

Several Maelstrom portfolio companies launch tokens during calendar 2024 with accompanying points programs.

At least two Maelstrom portfolio companies launched tokens during calendar 2024, each with an accompanying points program: ether.fi (ETHFI, Mar 18 2024, loyalty/membership points) and Ethena (ENA, Apr 2 2024, shards/sats points campaign). This satisfies 'multiple.' Whether 'several' (some readings imply 3+) is met is a judgment for scoring; I did not exhaustively confirm a third. Ethena's exact classification as a 'portfolio company' vs 'advisory holding' is a minor nuance — Maelstrom/Hayes is an investor and founding advisor and received ENA; ether.fi is listed directly in Maelstrom's portfolio.

Sources

  • Points Guard

    Substack ·

    Source

Evidence of what happened

  • Ethena (Maelstrom portfolio/advisory holding — Hayes a founding advisor via Maelstrom, received ENA) launched its ENA token on April 2, 2024, following the 'shards' points campaign (Feb 19–Apr 1, 2024) and immediately kicking off the Season 2 'Sats Campaign' points program.

    Evidence

  • ether.fi (named Maelstrom portfolio company) launched its ETHFI governance token on March 18, 2024 (airdrop + Binance Launchpool), with distribution driven by its loyalty/membership points program.

    Evidence

  • ether.fi loyalty-points program documentation confirming points convert into the token airdrop — the 'accompanying points program' element of the criterion.

    Evidence

  • Ethena shard (points) campaign documentation confirming the points-farming mechanism preceding the ENA airdrop.

    Evidence

Corrections

No public corrections.

Effect on the score

+1.91
How sure they sounded
85%
Outcome
Hit
Importance
2 / 5

This page shows the scored prediction as published; the site doesn't recompute or adjust the score.

Where this came from

Multiple Maelstrom portfolio companies launch their tokens…
Methodology version
v1.0.0
Last computed
August 2, 2026
Made on
2024-02-08

How this profile was built

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