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Daryl argues Zero represents the next computing paradigm shift, following the historical pattern where each decade introduces a new foundation—from mainframes to PCs to the internet to cloud. He positions ZRO as the infrastructure enabling a decentralized world computer that solves previous scalability constraints.
James believes Metaplex has evolved significantly since its October 2023 thesis, with material changes across its core business model, addressable market, token economics, and value capture mechanics warranting a fresh analysis of the $MPLX investment case.
Cody sees $ZRO below $3B FDV as a clear bid despite LayerZero's airdrop and proof-of-donation controversies, since the token trades below the $3B valuation from the previous funding round led by a16z and other tier-1 investors. Public market is currently pricing the token below the last private mark.