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@pcaversaccio
Our industry excels in producing an insane number of subpar projects that get heavily overfunded. Many crypto investments are simply a masterclass in capital misallocation.
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@m-j-r.eth
are there any hallmarks that you've seen in the rarely great/good allocation?
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@pcaversaccio
Good question: I think VC funding Aztec was good example. I might be biased since I overvalue privacy-focussed projects. Another example ofc is Polymarket.
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