As a founder, investor interest in my space (RWAs) has gone up by a huge margin after Ondo’s $2b token launch. How important are benchmark numbers like that in IC meetings?

Crypto native. Building the real world’s DeFi matrix. Founder of an @EstateProtocol. I like RWAs, politics, economics, and techno.

Comps are a segment of an investment memo that get discussed in IC but much more goes into ours.

Tech stack, team, TAM/SAM, moat, GTM

What Nathan and team are doing is awesome and helps crack the probability ceiling more.