
The Case for Defi - with Richard Galvin, Su Zhu, and Hasu
Uncommon Core 2.0
Investing in the Cash Flow Cycle
Umye: I think that if it plays through anywhere near the hipe, then everything now is still very undervalued. People firs thought itwas like a t m t a concept. Then they thought it was going to be like a consumer concept. Now people realize there's no such thing as e commerce. It's just commerce. And i don't think anyone really thinks this stuff is going away now. But you just don't see growth like this really in any other market,. Like hundred %, 300% or 400% month on month growth in uses at scale. We are standing to see just such staggering levels of growth.
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