This is going to keep happening for all of these non MSTR plays - especially the altcoins beyond BTC/ETH and MAYBE sol. All these pitches about getting to market quickly, trading at a high premium, diluting shareholders massively, etc are essentially all dead on arrival at this point.
If you want one of these things to be successful, you need a differentiated story that’s aligned with the ecosystem of your asset and can accrete value over time that’s beyond just capital markets alchemy.
If you want one of these things to be successful, you need a differentiated story that’s aligned with the ecosystem of your asset and can accrete value over time that’s beyond just capital markets alchemy.
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