Kobe: I'm actually really interested in talking about the DeFi tokens, but I know that that comes second just because- It's not just DeFi. But even like second cycle tokens like SNX looks like it could break down relative to ETH and synthetics is doing some pretty amazing stuff right now. Kobe: You're bifurcating this conversation into two and I think we'll approach each one. There's a ton of optimism investors early investors are so happy. Some retail buyers are not and they probably won't be for a year or two. That's the worst case scenario in my mind. And why bother down the deep line if you are not the front page

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