had drinks with some older goldman / citibank boys tonight and reconnected with a friend leading a bitcoin mining firm

> revenue is indeed the meta, there’s a larger understanding among tradfi that most tokens are lemons

> they are actively looking for projects buying back tokens

> canton canton canton, what happened to apollo’s provenance (pls dm your thoughts on canton, i am intrigued)

> mary ended almost every sentence with ‘and that’s why you’ll see the market start to coalesce around hyperliquid’

> mary did a double take when a fidelity boy stated the only pleasures in life are managing your own time and the devils lettuce