Head of BD @DappRadar / Building The World’s Dapp Store
Lisbon, Portugal
Joined June 2011
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L take. Technology moves forward. Jobs are replaced. Workers find something else to do. Hopefully they find work that is more meaningful.
I'll translate for you. Less than 3 months into the year and outperforming the S&P by 6% already. That's 25%+ annualized... Pure alpha
The Agentic Economy doesn’t break on intelligence, it breaks on trust.
Once agents control real capital, “trust me” isn’t enough. It has to be legible, enforced, and onchain.
Explain to me like I’m a child why this isn’t priced appropriately with the NAV approaching 1.0?
Seems like it was insanely overpriced and th market did its thing over time.
Am I wrong?
I feel like you are reading this the opposite of how the Fed views it.
If the job market is showing strength, Fed is less likely to cut rates. They actually raise rates when the job market is too strong.
Hey @TedPillows I'm confused here. Do you see this as institutional flow or just retail customers of the big ETFs buying the dip? Is there a way to know?