@krugman87 agree, but how would that translate to value capture/flows for ETH? Don't you think it's possible that companies like HOOD capture that value? What is your valuation framework for settlement networks such as Ethereum or Solana?
@skewga_hyper Strong management, Opex on check, no debt, great product velocity, expanding business lines. Could struggle price wise few more Qs but should do good eventually imo