Weekly Roundup 09/02/22 feat. Kyle Waters (Merge priced in, Roche and Ava Labs, Will Dai float freely?) (EP.345)
On The Brink with Castle Island
Is There a Share of Industrial Stakers?
We tried our best to categorize what we call the hobbyist group. We're not really capturing that in that catecrization. But iit is kind of about, i'd say, less than five % of the share that we've captured. And if there are options to cut a stake with an expert, some of those, or some of those incentives are pretty strong. I sold off a little bit recently. Some are describing as kind of a pre marge rally. Is there still optimism, or all these dynamics pretty much priced in by the market?
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