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6) just launched their blockchain and their token is launching soon. I don't know how it will turn out! No one does. But, like, I can say: they have a real team, and build real products, and have real thoughts that have real reasons behind them.
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7) that alone places them in the upper pantheon of tokens. _And_ they put those thoughts into their product. No way! They're in the very short short-list of L1 blockchains that seem to be 'legit'. I've also heard Serious People say Good Things about .
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8) some people say is like if ETH2.0 launched today, though I don't have first-hand conviction in this, and also think that if you're not ETH you should be aiming a lot higher than ETH2.0.
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9) is a cool example of "company that is high upside and executing well on the plan even if you ignore crypto, also they're backed by a token". Generally "token with revenue" > "token without revenue", all else equal!
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10) alright I'm confused by $YFI. On the one hand, I think people don't realize that while it itself isn't yield farming, it's revenue comes from yield farming, so it's still really tied to it. So it crashes with farming. On the other hand, is a baller.
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12) to be clear I would short sell the shit out of those models attempting to directly project TVL/earnings/etc. of YFI as it exists today. But like I feel a lot less good shorting 's building. Lots have done that. Few have won to it.
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