dcf capital recently acquired 2.5% of the supply of DRV the snx attempted acquisition got us to look more deeply and there is a clear path for drv to be the hyperliquid of options - $5M fees generated on v2 - extremely low emissions - largest on chain options protocol, when off chain deribit just sold for nearly $3b - way ahead of competition in terms of tech - lowest fees on the market - an under appreciated perps platform... being able to buy perps and hedge with options all in one is great - partnership with ethena can be leveraged to ensure low funding rates - no vesting overhang, plenty of cash for runway, motivated team excited for them to come back swinging, the only missing piece is marketing this is the cycle we move past centralized solutions, on chain maximalism is here to stay