POPA ReconThreadguy - An Unfiltered Conversation with Cobie
Threadguy - An Unfiltered Conversation with Cobie Sees Coinbase as one of the highest-leverage ways to impact the industry. K-Shaped thesis: crypto is succeeding at many things it promised - stablecoins (Tempo, DoorDash paying drivers), prediction markets (Polymarket/Kalshi duopoly), Hyperliquid, Trade XYZ - but none of that upside accrues to liquid crypto assets investors can actually buy. Success is being privatized Biggest worry for DeFi is Anthropic-style models turning protocols into "financial bounties" for attacker Wasn't worried about Saylor/MSTR until his 70-year-old dentist told…
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