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Looking at the one year versus five year framing, all roads to me point back to Coinbase, Kraken, Binance, you know, Robinhood at the moment because they're distribution. But at the same time as on a short term time horizon, I see all roads pointing towards the brokerages. On the flip side, you're sort of starting to see the brokerage unbundled. Basically, think my overall framework is that crypto as an industry gets smaller before it gets bigger. Hey, everyone. Quick disclaimer before we get into today's episode. Nothing said on Bell Curve is a recommendation to buy or sell securities or toke
It's been a little while. Are you in a are you in a a wooden cabin up there, Nippo? Where's your where's your where's your flannel and hat?
It's too hot for a flannel and hat. It is still summer.
It's nice.
I could put it on for the aesthetic, but I don't think it would be very comfortable. But, yeah, I'm up at this. You know what I are you guys familiar with Muskoka as an area? You know, around
Not Sam. Toronto? Heard of it.
Sounds sounds People
are calling it the Hamptons Of The North.
Slightly more down to earth.
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