I like your take. We are placing a lot of faith in Tzero providing the necessary platform and liquidity. The way the crypto environment works seems to favor a project like this gaining momentum. I mean Cardano's market cap baffles me every time I see it. You can be a "work in progress" and gain serious momentum. I think we have at least a year before Poly's feet start to get held to the fire if things aren't working. Ever single coin has serious fundamental issues, so there is no safe project to be associated with.
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Agree