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matthuang-1
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$CRCL being up 3x+ since IPO yesterday showing how much pent up demand there was for pure play stablecoin exposure…
Congrats @jerallaire
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matthuang-1
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Stablecoin supercycle
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Anyone who already knows me decently well in crypto looking for new roles?
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You can believe GDP and REV are important, while also disbelieving that a DCF is the right way to value the native asset of an L1
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IMO, regardless of whether you believe L1 assets are monetary or equity-like… you should care about maximizing REV.
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Welcome @cobie to Paradigm as an advisor He’s always been one of my favorite people in crypto to chat with, so excited to make it official Someday we can convince him to restart UpOnly
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