The Bull Case For Frax w/ Ouroboros Capital
Flywheel DeFi
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The Importance of Institutional Adoption in Crypto
I'm actually very skeptical over many of these existing valuations in crypto, especially, you know, some of these metaverse games kind of stuff. I just struggle to see how these things command the kind of valuations that they command. Speaking of permission pools, I definitely see a future with permission rollups. It's hard for me to see like institutions wanting to like play in the pool with the rest of us. Like you said, they want to own their stack. And it's going to be hard for them to let go.
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