The Value Translation in Disruption

A lot of these protocols get scale, meaning TVL and they, you know, Uniswap gets is cranking out more volume than Coinbase. That doesn't necessarily mean that as an investor, you're going to make money off of that because for a whole host of reasons. But at least for the purposes of an investor, those first three factors are the ones that really matter. And historically, it's actually worked out really, really well. Like if you can get to scale, it'll be great.

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