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i think picking the right individual piece would give better returns than bridges! but is also a riskier bet im hedging my inability to determine which are the winning chains by hopefully selecting a right bridge pick from the smaller pool of bridges plays #prudentspartan
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I used to think this! I don't anymore. I now think that the majority of the value is in the individual pieces instead of the bridges. (But I could be wrong!) twitter.com/DegenSpartan/s…
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that's the scariest part of my thesis but im betting that thorchain will have a liquidity advantage and connectivity premium with its bridge infrastructure and that would create enough value for the rational bridge crosser to always select and pay for
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Replying to @poordart and @VictimCrypto
bridges tend to be more interchangeable though -- even if they're important that doesn't mean they're valuable
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