Ecosystem: Solana mainly but also ETH and more
Investors: Sequoia Capital, Paradigm, Andreessen Horowitz (a16z crypto), and Variant,
Framing/Angle: was at bitski, phantom acquired them. who wins the everything app? wallets becoming social. being "the app" for new investor economy. what wallets get right and wrong. what is the game they are playing.
INTRO: Donnie is vp strategy at phantom and ex-founder at bitski.
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