1/ Most of the crypto excitement is focused on Layer 1 tokens. Good investments in the short term. I worry they’re doomed long term.
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5/ P.S: Margin often accrues at many points of a chain (CPUs, LiDAR, etc) but I don’t see the moat equivalent here.
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The market decides the equilibrium. Choice is speech. Short answer, possibly. Ethereum is on the edge of research.. Don’t hodl bags.
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