I’m actually pretty sad about the big blowups 🫡🫡
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Crypto - tradfi seems to be melting rather than imploding. though that might change
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I guess one nice frame/silver lining is 'at least the growth capital has already been deployed into builders, laying the seeds for the next wave'. But yeah, what's going to unfold over the next few months will be sad.
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And Carlota Perez :)
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