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Beyond liquidity of financial capital is the question of code compatibility. The question of EVM compatibility remains an intriguing one in a multi-chain future. This session explores the arguments for and against compatibility with the largest smart contract platform—and implications for tribalism. ↳This session is part of 'Dawn Patrol'. How did the early money spot Solana in a crowded field of new L-1s? We hear from some of the earliest investors and backers of the Solana ecosystem, and we ask them what they predict next.