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The Chopping Block: NFA for Founders, Worldcoin and UniswapX Launch, Hamster Racing - Ep. 523
Unchained
Are We Overinvesting in Infrastructure?
The theme of the TCC is infrastructure, whether it's shared sequencers or ZK tech. I think there was a while where people didn't care at all about infrastructure. In fact, I barely saw any of that in Paris this year versus last year. It's sort of like we're kind of in this part of the market where everyone's waiting for the Hail Mary application to show up.
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