watching crypto people learn classic tradfi concepts/lessons for the first time is always funny
thoughts around "bundled" projects being good under the right circumstances when some of the most successful public companies have large single person ownership (Ellison 40% of Oracle; Buffett, Zuckerberg, Musk each ~15% of Berkshire, Meta, Tesla)
just look at the crypto market itself; BNB (CZ) and TRX (Sun) outperforming well-distributed stuff like ETH on multi-year timeframes
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