I don't know about you, but I invest not only in crypto directly , but also in innovation through various equity mechanisms such as stocks and ETFs. If you have dealt with mutual funds in the last 10 years, you will have no doubt heard of Kathy Woods and her remarkable results with her ETF funds, notably ARKW and ARKK.
If you invest or follow her research on the underlying companies that fill these mutual fund portfolios, you will probably have heard of her detailed innovation newsletter that is emailed out. In one of the recent editions of that newsletter, her research team breaks down the reasoning they believe supports a thesis of a strong valuation increase for TON.
For my part, I strongly agree with their reasoning. You can read the entire article on the link and come to your conclusions, but the final sentence in the article rings especially true to me:
Are the pieces falling into place for a financialized, crypto-native super app, à la WeChat?
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