Felipe Montealegre
@TheiaResearch
参加 April 2022
2.5K フォロー中 10.8K ファン
A neobank that owns the float (Ethena / USDe) can charge less than a neobank that doesn't own the float. This is a classic strategy we see in across all types of financial businesses.
You can only win this game with float and massive economies of scale.
もっと見る
