What Farokh and Robbie talked about in this clip is the bear case for $PUMP streaming. Fwiw, I spoke to Alon last week about his vision & it’s extremely compelling, but here’s the two sided perspective… The bear thesis: - no longevity - can’t attract good creators & keep them - too much spammy / scammy content - brand risk for streamers - creators lose interest and ditch their holders/fans - why own a creator token vs owning pump longer term The bull case: - works for months, then a year - gets some of the most famous streamers in the world - buybacks 2-5x in size from here - flips kick, then twitch - token reaches mass market appeal - becomes the “cool” place for high status streamers - wealth effect creates viral marketing What’d I miss???