First off, credit to @santiagoroel and @hosseeb, really enjoyed this debate. We need more of these in the space, not less.
1. We still have a demand problem, and that needs to shift. @inversion_cap is doing something interesting, but as an industry we also need investors to broaden their lens. Back different types of opportunities. That’s part of the job.
2. And if you want a project to scale, you don’t need to push it into a multi-billion FDV on day one. Start at a reasonable level, build momentum, and focus on teams bringing new business models on-chain. That’s where real growth comes from and hopefully also your future FDV.
