Highlighting gas costs doesn’t really help that much. Even if product runs at a loss for 2 years, at $30k per month (or say $30k per quarter for DATA), you’re giving up 70% of upside for ~$650k and rebalancing-as-a-service. By contrast, numerous accelerators like YC offer startup founders $120k for 7% equity. IC is effectively valuing a composite methodology at less than ~$1m market cap vs YC valuing its seed stage companies (often just an idea) at $1.7m.
I’m not sure what you mean by this - can you explain?
Not true. As a methodologist, I am quite incentivized to get on Polygon and other L2s. At $150 per Uniswap transaction, many of the potential DATA buyers are effectively priced out. I have people urging me to launch on Polygon pretty much every day. In addition, if fee splits are post-gas in the future then I am heavily incentivized to minimize gas costs!