Logos Labs - The Surely You’re Joking Protocol Token $LOGOS
Compounding vs Optionality
Got it — here’s the one-page “Compounding vs. Optionality” chart with Increase AUM baked into the compounding side as a core strategic pillar.
Compounding Protocols vs. Venture Bets
Table 11
Dimension
Compounding Protocol Strategy ($LOGOS)
Venture Bet Strategy
Core Objective
Own the rails of the next internet forever and grow AUM to make compounding more powerful.
Find the next unicorn early and exit.
Ownership
Large, scalable positions in BTC, ETH, and other foundational protocols.
Tiny % stakes in private companies.
Liquidity
Liquid from day one. Can size up or down instantly.
Illiquid for 7–10 years.
Compounding
Gains + yield are reinvested continuously; next year’s growth is on a bigger pile.
Gains are lumpy; no reinvestment until exit.
Dilution
No dilution. Your % stays the same or network effects make it worth more.
Dilution with each funding round unless you invest more.
Value Driver
Network adoption and long-term utility of protocols.
Founder execution and competitive moat.
Risk Profile
Volatility and protocol longevity.
Binary — most go to zero, a few win big.
Scalability
Works at $1M or $1B+ AUM (BTC/ETH scale indefinitely; smaller protocols capped).
Scaling AUM often dilutes deal quality.
Alignment with Time
Time is your ally — holding longer = more compounding.
Exit window matters — time pressure on teams & LPs.
Main Lever
Increase AUM + hold conviction positions = exponential compounding.
Access to top deals before others.
There are no rows in this table
Why Increase AUM Is Core to $LOGOS
💡 One-Sentence Difference:
Venture is about finding winners, compounding protocols is about owning winners forever — and making the base you own as big as possible.
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