Conor Ryder
@ConorRyder
Head of Research @ethena | Prev. Research @KaikoData
가입 October 2011
985 팔로잉 중 34.9K 팬
No other crypto neobank can run Ethena Pay's model today
The issuer owning the neobank leads to so many structural advantages like more sustainable earnings, no revenue share, owning the distribution channel, stickier user base
Over any decent timeframe these structural differences will add up
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