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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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ok I'm pretty confused here I gave Solana's TPS in the thread, then you say Lamden is outperforming and as evidence link to an article by Lamden claiming..... lower TPS than Solana. Did you compare them first or just assume Lamden would be better?
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er sorry didn't mean to be dismissive, got distracted. though you could also be a bit less pissy here :P after I sell what? and also note that it's easier to upgrade one of those than the other ease of use is huge and a huge project to improve, but it's doable and happening
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