This is one of the most important articles we've ever written, discussing the disconnect between fundamentals and token price for revenue-producing companies. What's it going to take to get growth equity investors to look at these companies? Article at end of tweet thread

While potentially true, I read this and ask “why is the entire crypto industry wasting so much time on one small asset ( $btc) that is loosely comped to another small useless asset (gold) that so few people actually care about. Why not spend more time focusing on equity-like tokens like $HYPE $PUMP and $AERO and other debt-like yield bearing tokens, so we can go after the much bigger, more relevant equity and debt buyer bases” I don’t understand why crypto continues to cater to the smallest and most irrelevant investor audiences (CTAs, macro funds, and tech VCs) rather than the biggest investor audience (equity, fixed income and real estate investors).