Circle on Odd Lots fumbling over what their competitive advantage is. They really need to come up with a better answer than buzzwords like flywheel or developer platforms. Also unsure shilling Hashnote while its supply is moving towards 0 with haste demonstrates domain competency

Charitable view is this is a messaging problem. Uncharitable view is, like many large crypto projects (esp chains and stables), they really don’t have a clear plan or direction

Comparing stables to pre-smartphone mobile also ominous. Early mobile innovators are mostly gimped or in the graveyard of capitalism

To be fair, not a lot of hardball, rigorous questions for Jeremy to springboard off of. Pretty soft interview, like they’re just having coffee together.