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matthuang-1
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RWAs = token-wrapped tradfi
Treasury Cos = tradfi-wrapped tokens
Both are ultimately a form of crypto-tradfi bridge
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Stablecoin supercycle
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$CRCL being up 3x+ since IPO yesterday showing how much pent up demand there was for pure play stablecoin exposure… Congrats @jerallaire
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Anyone who already knows me decently well in crypto looking for new roles?
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You can believe GDP and REV are important, while also disbelieving that a DCF is the right way to value the native asset of an L1
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IMO, regardless of whether you believe L1 assets are monetary or equity-like… you should care about maximizing REV.
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