The Thief’s Almanac

DeFi

Which is more valuable? Uniswap or Polygon network?

I’ clearly comparing apples to oranges here. But wondering how the market thought about these fruits. 

I asked because there was a moment in the Uni pump where it was really close in catching up with Polygon in mcap (already flipped in FDV). Seems like an easy pair trade on hindsight.

growth @teller coming soon @clarity





























































hosting /kieran /usdc /loans 

The comparison doesn’t. But I do wonder which one is more “valuable”?

Markets tend do this poorly generally in any asset class. NVIDIA is worth more like all the economic productivity of Canada.