Michael Nadeau (michael-nadeau)

Crypto's network effects have grown so strong that there are now people devoting 100% of their time to hating it. That's right. There are so many people paying attention to crypto that there is opportunity in hating it. Search John Reed Stark on Twitter or LinkedIn if you don't believe me.

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How does this look 2 years from now?

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Aave economics by blockchain. If you don't have a line of sight on how value accrues through the tech stack when a user interfaces with an app, you don't have a line of sight on what you're investing in.

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The best way to understand a company is by studying its financials. Public blockchains and protocols are no different.

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