MONK(@defi_monk):I’m not overly concerned about revenue when paul is having as much success winning deals as he has. If they become the infrastructure for global lending, monetization will come. The question for revenue-maxis will be - what price do you pay for a liquid venture play that’s pre-monetization if deposits and loans 10x from here in two years. 20xs? At what point does explosive growth behind an aligned token become something worth owning even without revenue. Think it’ll be an evolving discussion, and one I’m still working on quantifying, but the most important thing is they keep winning.

2026.09.17 17:29

I’m not overly concerned about revenue when paul is having as much success winning deals as he has. If they become the infrastructure for global lending, monetization will come. The question for revenue-maxis will be - what price do you pay for a liquid venture play that’s pre-monetization if deposits and loans 10x from here in two years. 20xs? At what point does explosive growth behind an aligned token become something worth owning even without revenue. Think it’ll be an evolving discussion, and one I’m still working on quantifying, but the most important thing is they keep winning.