Spent this morning reading about bubbledotcom and I can see how much our industry will need finance guys in 5-10 years.

@DefiLlama is playing a long term game just from the way their columns are labelled.

TradFi made use of proprietary data but blockchain makes data public and all DeFillama did was to label it in a way that TradFi individuals can understand.

This indicates two things:

1. Our data is still fragmented and needs a complete redefinition on how things should be measured such as:

(i). If it’s better to go IPO as a crypto startup or launch an ICO?

(ii) Asides P/S ratio, how else should a crypto company be valued?

2. Individuals who can analyze data will play a big role in bridging this problem but there will need to be an additional skill set to be relevant.

This has gotten a lot more interesting because the barrier to analyzing data has been increased. At the moment playing with data demand $75/month and it’ll interest you to know how many people can afford that as a runway.