DCF GOD(@dcfgod):Ethfi trading at $350M fdv, fully liquid, doing over $1b in annualized card spend with $3b of deposits While the VCs paid $300M fdv for a multi year vest on the gov token behind apyx unstable strc backed coin Either the market is lost, the VCs are lost, or I’m going down w this ship It makes 0 sense to write multi year vesting venture cheques when the liquid bets are priced so cheaply At least it has relative strength against eth/btc now

2026.06.25 16:55

Ethfi trading at $350M fdv, fully liquid, doing over $1b in annualized card spend with $3b of deposits While the VCs paid $300M fdv for a multi year vest on the gov token behind apyx unstable strc backed coin Either the market is lost, the VCs are lost, or I’m going down w this ship It makes 0 sense to write multi year vesting venture cheques when the liquid bets are priced so cheaply At least it has relative strength against eth/btc now

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