Tengji Zhang

Gives a brilliant and very cynical description of the Ponzi nature of yield farming in DeFi. Shed some light on how it is no so different from startups nowadays that keeps raising more money despite net negative return, as long as they have a grand narrative with a big promised profit at the end.

Anatoly (Solana)

• Hard for there to be winner-take-all

Anatoly (Solana)

• "I would argue Bitcoin would not  survive that"

The future will be multichain.

Naval

• This likely leads to consolidation of info  onto 1 or a few chains