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This week's conversation over Ethereum/fat protocols has shades of this: http://www.epsilontheory.com/when-does-the-story-break/ … Has the Narrative of Fat Protocols truly broken or merely in hibernation until the next bull market? 
My guess: It's showed cracks but there are still far too many Missionaries/sources of Common Knowledge with powerful megaphones supporting the Narrative
May need another more violent crash where much more wealth gets wiped out
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