1.5) For now, my mental model of $DOT has shifted from something of an $ETH competitor to a "customizable blockchain in a box" w sharding, inheritable security & interop
2) Devs point to great tooling as a big selling point for $DOT... It's RUST-based, which @DaoChemist says is great for distributed systems
- Integrating defi yields into tradfi (i.e. @AaveAave yields within the @PayPal app)
- Selling trashbag coins like $BCH
- $BTC yields (@BlockFi, @CelsiusNetwork $CEL)
- CBDCs
- More companies joining @sqcrypto and @MicroStrategy by adding $BTC to their treasuries
2) I'm long $YFI + $HEGIC. There could be some sort of symbiosis in the future (see link), but it's murky... even with this Nov 10 post from our boy Dre