Narrative Alpha Part 2: Optimism, $USN, Curve War Entrants, Incentives Backlash, Exploits & More

That’s quite a lot to unpack, read more to understand the recent crazes.

9. I’ve spoken previously about how crypto folks become more and more decoupled from a single nation-state and move around like customers between different countries. Pretty crazy to see how Singapore, a crypto darling, is now being shunned and the action is all moving to Dubai. Nation-states will soon realise that having favourable terms for citizens w…