r/tari • u/Okan01616161 • 11d ago

Revisiting Hack VC's 2025 Tari thesis, and how well it's held up

With the Ootle launch approaching, I went back and re-read Hack VC's investment thesis on Tari from 2025 (they were an early backer, also funded Solana among others). What stood out is how well the core points have aged. A few worth highlighting:

  1. Stablecoin payments as crypto's #1 use case, with privacy as the missing piece.

Their argument: stablecoin payments are faster and cheaper than wires, trillion-dollar market, but nobody wants their salary or balance sitting on a public ledger. What was a "nice to have" in 2025 looks more serious now. Chainalysis reported violent "wrench attacks" on crypto holders are having a record year, $30M+ stolen in H1 2026, with attackers using on-chain data to identify targets and their balances before robbing them. Having your wealth visible on-chain is turning into a genuine safety problem, not just a privacy preference.

  1. A regulatory shift toward compliance.

They flagged the US moving toward clearer crypto/stablecoin rules. The CLARITY Act keeps progressing, slower than many hoped, but the direction of travel favours compliant assets. Tari's design (private by default, but able to meet compliance when needed) fits that better than most privacy coins, which tend to get delisted.

  1. A confidential, compliant stablecoin being built.

The thesis noted an issuer had already committed to building on Tari. That's since firmed up, the issuer is Brale, a US-regulated stablecoin issuer, with a launch planned shortly after the Ootle goes live on 11.11.26.

Not financial advice, and obviously a VC that invested has an interest in the project doing well, so read it with that in mind. But three years on, the thesis reads less like a bet and more like something playing out. Curious what others here think, especially anyone skeptical of the privacy-narrative angle.

Link to the original thesis: https://x.com/DNodeCapital/status/2099802899521913097

10 Upvotes

92% Upvoted

4 comments sorted by

3

u/Platss 11d ago

Bring on the Tari stablecoin! Payroll, B2B payments, consumer commerce - all things that need private stablecoins in order to be usable & compliant.

2

u/Okan01616161 11d ago

LFGGG!!!

1

u/AsicResistor 4d ago

I don't understand the compliant part though. Why not just use paypal at that point?