0xa7860e99…77c6sent to0x323a7639…b7e3·#18,243,893·view on Etherscan
Two things I consider true at the same time:
1. I believe Karpatkey does a great job at what they do
2. I disagree our approach to treasury management.
Currently, I think the ideal approach is holding ETH, performing a quarterly swap to USDC to maintain ~2 years runway, and at most, hold some portion of ETH in LSTs