who is the next incremental buyer for defi?
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Obligatory Kyle soundbite in alignment with my current positioninghttps://www.youtube.com/watch?v=JAlgfX_bn80&t=2881s …
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Did Su Zhu photoshop his head on a suit lmao
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How did we all miss this?!
@zhusu
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it's a good clip. i think the incremental buyer is important in determining which assets get the bid.
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Bit reductive but reckon the two broad factions are BSC/Matic expats, CT native retail (us) latching on the dominant mindshare bluechips (aave, sushi, etc) Muh suits (Coinbase Wallet signaling, eth holders trudging along the risk curve)
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All right we bidding with the entire account on 3x leverage ?
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Was about to share this
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