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Trade Ideas (1)
Date Ticker Price Dir Speaker Thesis Source
Jan 29 LONG Griff Green
Co-founder at GTH and The DAO Security Fund
Griff explicitly states, "Hot wallets are a bug." He argues that browser extension wallets (like MetaMask/Rabby) fuel the cybercrime industry because keys are stored on internet-connected devices. He urges a billboard campaign saying "Buy a hardware wallet." The fund intends to spend millions annually on security education and tooling. If the narrative shifts from "convenience" to "hot wallets are negligent," there will be a second-order surge in demand for hardware wallets (Ledger, Trezor, GridPlus) and air-gapped solutions. LONG. The industry is pivoting toward "Smart Accounts" and hardware signers as the standard for holding significant assets. UX friction remains high; users may prefer centralized custodians (Coinbase/Bybit) over self-custody due to complexity. Unchained (Chopping Block)
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