Worldcoin is interesting to me because if you buy today you are effectively betting that the asset outpaces ~$5-$10B (2-4x of market cap) of structural sell pressure over the next 5-10 years?
There's this kind of mutually agreed upon politeness investors have with each other and founders because
1. Many of us collaborate at some point in our careers and we don't actually want to actively harm each other. 2. Being a founder is hard and we respect that
but sometimes it is really hard to not look at certain projects or VC structures (in crypto) or companies (in deep tech) and say something for the good of the commons.
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