Jeff Park

Three big takeaways.

The first big takeaway is I thought it was funny they didn't choose Ethereum as one of the three.

Why do you think they didn't do that?

Oh, man, it's a loaded question.

You know, I've held the view for product market fit in general, especially towards Wall Street.

The barbell theory of investing in crypto was always Bitcoin and Solana.

And the reason is because it's very easy to bet on vices and things that are basically kind of like what I call short humanity.

And I don't mean...

like Bitcoin is genuinely a short humanity.

But what I mean is Bitcoin is like a world-ending hedge, right?

So it's a little bit of like a hedge against that as a vice.

And Solana for a long time, I think, was the kind of meme coin proxy, right?

So it was like a gambling proxy for crypto to bet on that humans love to gamble.

Humans love to predict.

Humans love to kind of do these things that Solana has captured the mindshare for because it's built literally to optimize for that with as low latency as possible.

So it found product market fit.

And so from that barbell approach, Bitcoin is, you know, never going to change because it's Bitcoin.

Great.

Solana, very quick to change, very fast accelerating, like tons of technologists and futurists working on new paradigms of tokenization and all the ways like crypto rails are gonna start affecting our infrastructure.

And so it's really like a sandbox for like pure max tech.