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MikeIppolito_
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Recording a podcast with @PaulFrambot and @MonetSupply tomorrow on Morpho v2.
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MikeIppolito_
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If Circle is up nearly 10X, I’d imagine Stripe equity is way up as well. Probably a better play on stables.
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It's too early, but creator coins are the most interesting contrarian bet in crypto. By the time they actually make it they won't look like the celeb coin scams we're used to. They represent a new business model for the next generation of influencers with onchain revenue.
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There are two ways to play creator capital markets: 1. Picks and shovels (market places) 2. Creator coins (or becoming a creator) I expect everyone to pursue the first strategy, but the second could be more interesting The analogy is buying BTC in 2013 vs Coinbase.
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Circle IPO underwriters rn
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This is the TradFi equivalent of a token sink
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