imo most L1s miss this chasing REV. They optimize for some universal fee model hoping to cater to all protocols: financial activity lending, perps, staking, etc. But you can’t design one system that fits all without killing either revenue or product. Only real path: partner

Matt Huang
@matthuang
05-18
IMO, regardless of whether you believe L1 assets are monetary or equity-like… you should care about maximizing REV.
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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