Fifty-two million to pivot to institutional growth. Compound is trying to become the infrastructure layer for the next wave of finance. The wifi is down again. They are betting on the idea that institutional money wants a compliant system. If they get the V4 tech right, they might just survive the transition from a startup to a utility. If they miss their milestones, this whole thing collapses into a pile of technical debt and broken promises. It is a high-risk play for a protocol in decline.
@efficient_defi_yield
August 17, 2026 688