JTO and LDO’s staking narrative premium is essentially nullified by the alt treasury cos
BMNR and SBET are both sitting at 0.8b and Solana cos lower
JTO at 2.1b FDV and LDO 0.7
Why would you buy something that MIGHT capture a portion of a few % per $ staked when you can just enjoy speculative capital gain since the timeframe for everything is the same
Generational shorting opportunity for JTO
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