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sethginns
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SPACs,
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, and Tariffs: Insights From CoinFund’s Liquid Team
https://youtu.be/9si3YUe9ziI?si=0aPRK9cFmapAQXYk
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The trend of collapsing value into either token or equity is accelerating. Too hard to figure out a team’s alignment with both in play And it will probably be equity-like token soon enough!
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Hindsight Narrative: Massive ETH move was inevitable because it has top stables share, enterprises are building there, largest TVL by far
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