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matthuang-1
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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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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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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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