cryptostocks

clsk bros how about that YOY revenue growth 🤌

smack positive eps on top of that too

wooooooooo

Its funny how there are so many analysts now looking at crypto/crypto-related stocks and still dont get it. Information asymmetry is very high.

Look at @cbduck, reporting COIN volume numbers and the analysts still unable to comprehend growth.

I haven’t touched on venture portfolio yet because I don’t wanna get valuation too stretched out. Coinbase at 8b valuation ($31 per share) was $80 eth moment. Now at under 30b is still like ETH under $350

I will organized some thoughts and do a quick summary thread soon.