Good article. I am a big supporter of Graphene, EOS and to date everything that Dan has worked on has been brilliant. But I baulked at the high EOS market cap considering it is still basically vapour ware. Been waiting for the hype to die down a bit before investing. To me this is what they intended with such a long ICO window they wanted to allow for proper "Price Discovery" and I think it's happening now as the early hype dies down.
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I think you're exactly right. There was a great article talking at length about the game-theory of the long ICO - in short, it was the best way to try to be maximally fair to everyone and reduce volatility.
Thank you for your comment.