had a few striking conversations at dinner last night

seems every archetype (market makers, operators, lawyers etc) is finally coming to consensus on how ridiculous the past few years of nebulous infrastructure projects was

talent transition from directionless infrastructure projects to products people use, have seen two infrastructure projects attempt to pivot into launchpads

nice reminder to myself that my intuition was correct, i started realizing the industry was a figment of excess zirp funding early last year

industry friends that can leave crypto are choosing to leave

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