Fat ZRO Thesis: They are prob going to launch a usdc competitor / stargate acquisition integrates the distribution /rails directly into their stack. ZRO is extremely well positioned to capture the coming growth from the Genius act / it's almost impossible for anyone else to compete with circle / tether at this phase bc they can't get distribution. ZRO + STG is better positioned than anyone to do this. They have the tech / rails / capitalization / connections.
foobar/
foobar/22 tuntia sitten
Fat ZRO Thesis LayerZero has outexecuted everyone in the crosschain messaging space (& side quests like building better throughput tech than the L1s!!) but seen surprisingly little attention bc others own the consumer-facing product Singular token makes a ton of sense
@TickleMissle look for yourself.
@TickleMissle layerzero is absolutely dominating.
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