Always shocking to me that every JPMorgan earnings call forgets to mention they own ~10% of Ethereum's most critical infra.

Analysts will look back at their Metamask / Consensys deal the same way they look at Masa / Softbank's Yahoo deal today... a life raft carrying them into the next wave: crypto.

Partner @ Pantera Capital
serving the best crypto builders in the world

The path is wide open for a public offering from my POV, though I obviously don’t know of any concrete plans. But I’d bet good money they were approached during the SPAC high times.

Are there plans for Consensys to go public? How would JPM realize the liquidity?

“Most critical infrastructure” is a massive leap here.

Maybe “most popular tools”.