Yitong
@yitong
Topics I'd love to see: 1. Where will value capture happen in stablecoin stack 2. End game of the block space wars 3. Cover Coinbase's strategy like Ben covers Facebook/Apple 4. Where project tokens are going 5. Revisiting RWAs with upcoming regulatory clarity 6. Where tokenized equities make sense, where they don't
2 replies
2 recasts
21 reactions
Yitong
@yitong
7. Where stablecoins outcompete trad payment rails. Predict the next corridors where stables become competitive 8. Cover circle deeply. They're in a very unique position sitting on a valuable asset, but sandwiched by coinbase. what's their next best move? 9. Crypto venture fund performance, and the unique nature of investing in the crypto market 10. Explain market maker business and pricing model 11. Cover Binance & BNB chain deeply (will require some investigative journalism)
1 reply
0 recast
3 reactions
Leo
@leohenkels
10. And 11. So underreported. Also the Upbit phenomenon.
1 reply
0 recast
1 reaction