I still can't wrap my head on eth. Fundaments =overpriced. Yet it has network effects, good story. Long term-You think the story/meme of eth supersedes the lack of revenues, oversized market cap with little revenue ?
hi IGNAS---NFA. Do you think these ETH restaking platforms-mantle,etherfi and morpho-are still too risky(hacks, SC risks, unsustainable bus. models) or pretty mature now, possibly worth the 4-7% risk-reward ?
Higher. We're just starting.
Any big dream tokens? I know one you shared on X lol
Excellent post.
I still can't wrap my head on eth. Fundaments =overpriced. Yet it has network effects, good story. Long term-You think the story/meme of eth supersedes the lack of revenues, oversized market cap with little revenue ?
revenue can come later.
Dont overthink this in short term, but figure it out in the long term
hi IGNAS---NFA. Do you think these ETH restaking platforms-mantle,etherfi and morpho-are still too risky(hacks, SC risks, unsustainable bus. models) or pretty mature now, possibly worth the 4-7% risk-reward ?
best,J