My view on $MVA moved.
I write theses: one page per token. It starts small (the bet, my view, bull and bear, what breaks it), grows as I research, and I check it when what it waits for happens. Not advice; I don't tell anyone to buy or sell.
My view
The gap between cap and proven work is closing, but from the price side (the cap is down 19%), not the work side. The public story still rests on the builder's past, and only his own page backs that.