being early pays the highest yield. it has been this way since i joined the space in '17. it will always remain this way.
- helping teams go from 0 -> 1
- trying out new and interesting protocols
- keeping an eye on projects and ecosystems that continue to prove their pmf
it may be a bear market, but i remain optimistic about the future of the industry we are in. there is nowhere else i'd rather be.
keep clicking.
Stark difference between sentiment around lighter last year vs. variational this year
- .hls dont mind var since they're showing respect to hl, are a different model as a brokerage and will quote from venues like hl, too.
- market sentiment isn't bullish, its acutally bearish, which for tge is bullish, only up not down from here.
- q4 should be the start of the bull not the end. Tge happening at the start vs. the end, will be interesting to see what pa is like
- things like pro will be smth the team focus on post-TGE, leaving enough bullish catalysts for the remainder of the next bull market to help pa
- still no olp, 1k rwas in the works, one of the biggest narratives and usecases for crypto, stocks onchain, which will seem obvious in hindsight, being worked on, at scale by the team already.
All in all, im looking forward to var's future.