The CANTO Thesis (Part 5)
TVL growth is slower than I want it, but I still think the MKR/CANTO are going to be the main beneficiaries of this great capital migration from non-yield bearing dollars (i.e. USDC) to yield-bearing dollars (cNOTE, sDAI).
$MKR $CANTO $DAI $NOTE
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Timestamps:
0:00 Problems with DeFi
1:44 MKR
5:22 The Canto Thesis
10:16 $CANTO Value Accrual?
17:08 Relative Valuations
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