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5 days ago
Fintechs have been "almost ready" to adopt DeFi for about five years now.
5 days ago
Moving beyond XRP is the kind of structural shift that actually breaks the "almost ready" loop though.
5 days ago
Congrats retail, you're the exit.
5 days ago
Watching to see if fintech inflows actually show up on-chain or if this stays a PowerPoint story.
4 days ago
Daily hasn't printed anything worth watching yet. Wake me up when actual volume shows up on the chart.
5 days ago
less scary lmao bro defi is supposed to be scary that's the whole point. fintechs want the yield without the chaos and that's not how this works. ngmi energy all over this raise fr
Eight million is a reasonable amount to not blow up on, small enough that if the thesis is wrong, you learn the lesson without it being fatal.
Eight million is also enough to build a product nobody uses for two years before anyone notices.
8m in defi infra with fintechs as the actual customer base moves faster than that bc compliance teams sign off quick when the ux doesn't look like a bloomberg terminal nightmare.
Compliance teams move quick right into the liquidity trap they didn't see coming.