RE:RE:RE:RE:RE:RE:RE:RE:End of day push for green !! I've listened to it a few times and the way he states it isn't overly clear. 160mm to 170mm ttv he says at one point, at another he says above160mm ttv. It seems like he's talking about the quarter, but 160mm ttv would likely only represent a very conservative estimate of 35mm for March which would seem impossible after 55mm in Jan and 70mm ttv for Feb. So either they plan to do 160mm in March alone, or he'sprovided a forward looking ultra conservative estimate for March of 35mm.
The point he made about voyager and Banxa not being competitors was a big one too. Also, coinbase not being a competitor. I think this would also render BIGG not a competitor if I understand their business correctly.
He also pointed out that he knows the owner of Voyager well and was very complimentary of their business. He explains the possibility of partnership with Voyager as well. Possibly coinbase even.
Delays on the Banza side were explained as having to do the manual work of verifying KYC if the system can't do it on its own, so then there is a problem of scale to solve for with people. Yet, this cost is relatively low (described as providing people with laptops)
Anyways, there was alot in there!