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w-g
@w-g
1/2 there’s a pure economics argument for delaying $nouns to eoy. The dominant perspective in the market is that we are in for a sleepy summer wrt inflows, and that a second wave of Bitcoin buying & possible eth etf approval a few months down the road may align to drive better engagement with new products:
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w-g
@w-g
this may give us more time to align on governance and set ourselves up for a more powerful roll-out https://youtu.be/VODtTvqbOBw?si=HNSOTScxOfsLIRGD can watch the whenethetf and 2ndaccel chapters if interested. Option prices have fallen absolutely off a cliff indicating expectation of a period of complacency.
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