Paid sub here, curious on your thoughts on this: Right now there are a bunch of chains that have little to no TVL, little to no revenue, and massive market caps. Particularly Cardano, Hedera, ICP and Sui stand out here. When do you think the market will begin fairly pricing the market capitalizations of these chains? What will it take for their operational failure to start translating into financial failure?
Paid sub here, curious on your thoughts on this: Right now there are a bunch of chains that have little to no TVL, little to no revenue, and massive market caps. Particularly Cardano, Hedera, ICP and Sui stand out here. When do you think the market will begin fairly pricing the market capitalizations of these chains? What will it take for their operational failure to start translating into financial failure?
Thought I might see Tally here! Not to Doxx but I worked there several years. Great team.
Tokens have had insane PMF since 2019 - AI is also in the business of selling tokens 😂