Dan Burke (bare-metal)

Decisions: Spend a bunch of money getting regulated timing the institutional wave, or iterate with on-chain products to hit pmf. Custodians could spend a year pitching a family office to buy and stake $10m ETH, or launch something blast and acquire $2b in TVL in 48 hours. Must build to service both at the same time.

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Happy Monday from Singapore. 13F filings for the Bitcoin ETFs start this week.

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any plans to go to token Dubai or consensus Austin?

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jason - would love to connect on airstack

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