BOND
Trust-weighted public proof page for BOND. See which authors support it, which ticker theses it belongs to, and how thesis calls have performed.
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Public preview of asset-level thesis calls linked to source content, observed prices, and outcomes.
Podcast description touches on: (1) Cap reducing its promised stablecoin “Stabledrop” rewards from ~$11M to ~$4M after a weaker-than-expected token sale; (2) a ~$23M crypto hack allegedly traced toward North Korea; (3) a BarnBridge governance/exploit angle; (4) commentary on Ethereum/L2 economics and a view that weak L2s may need to become their own L1s; (5) Robinhood Chain integrating Morpho; (6) leadership/product notes around Base; (7) MetaMask/Revoke.cash delegation-related security themes.
Current stance
- sell via Renewed smart-contract/governance risk premium pressures smaller DeFi governance tokens from https://www.youtube.com/channel/UCWiiMnsnw5Isc2PP1to9nNw (confidence 0.56)
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