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147. Tradfi Crypto Takeover + Will You Swallow The Miracle Pills?

Alfalfa Podcast

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The Risk of Ruin for Coin Base

Armon: I remember in our coin discussion bring it back a little bit like I think two or three of us were thinking that coin would beat out ETH yeah if I remember correctly yes but the thesis around that was like okay if retail wants crypto exposure if institutions want crypto exposure they're gonna buy coin. You just have to ask yourself how much are you willing to tolerate volatility on all these different assets and each one ends up becoming its own equation for me says Armon.

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