wrote about it in august and now its the meta
Neobank thesis
Just like Web2 neobanks created $100B businesses by simplifying banking/trading for mainstream users, Web3 neobanks will create even larger companies because they are instantly global and are built on modern financial rails not wrappers of payment tech from the 1970s.
$ETHFI is far ahead ahead of the competition in building the first global neobank built on more efficient crypto rails that can quickly scale to serve hundreds of millions of users. Highest conviction investment in this category.
fwiw, i also called steth depegging due to lending markets way back as well
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