Michael Nadeau (michael-nadeau)

Love this integration between ENS & Go Daddy. There are currently over 111m non-zero ETH wallets and only 2m ENS domains. That gap has to close. That's my thesis anyway. If you're interested, you can check out our coverage on ENS in The DeFi Report here: https://thedefireport.substack.com/p/web3-domains

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Writing is a superpower in the age of information abundance. If the goal is to save some time, leverage AI. If the goal is clarity of thought, write it yourself. The quote is from Paul Graham. It sounds harsh, but it's true.

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Ernst & Young built a permissionless, zero-knowledge roll-up on Ethereum to onboard enterprises. The code is fully open-sourced. They are projecting 4 billion transactions/day just for manufacturing and supply chain use cases. Are people aware of this?

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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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