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Tried to do a deeper dive but have been kicked twice after half hour write ups. So here’s a short version. I usually like a longer term track record of success. But being as intimately involved with crypto as I am, I feel it’s my circle of competence now more than any other. I have never seen this level of growth, and improvement in profit margins, cash, or any other metric one wants to observe, with such insanely low valuations. Growth investors pay for growth when companies aren’t even profitable. Can any growth investors (not my circle of competence) tell me why $COIN growth (plus the benefit of already achieving profitability) isn’t looked at the same? Is it just a fear of crypto? Cause my Visa/Coinbase card is in the mail. If Visa (and MasterCard, and PayPal, and…..) is working with crypto, I feel comfortable with my thesis. Especially seeing the astronomical trends of growth & profitability.

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