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lsukernik
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The REV vs GDP/TVL/volumes debate is the crypto equivalent of the evergreen profit vs growth debate from web2
(The right place to be on the spectrum depends on many factors)
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lsukernik
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Always skeptical of teams that launch tokens only when the broader market starts to do well Very mercenary behavior Haven’t looked at the data, but suspect projects that launched tokens in hot markets underperformed those that launched in cool markets
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Sometimes wish crypto had a Ben Thompson-like individual to serve as an independent industry analyst Crypto has no shortage of great podcasts/researchers, but unfortunately most of them are conflicted due to investments/advisory relationships
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