Honestly, the overall presentation was great, but the portfolio companies were a little underwhelming, in my opinion. Generally speaking, all of these funds seem to be investing in the same portfolio companies, so it has a sort of incestuous feel. Debifi doesn't really impress me that much. Fedi is what it is. Relai seems very promising. LNmarkets is cool, but it isn't even available in the US. Synota and Breez are worthwhile. One company I should have asked about was called LN Stealth. There is no information about the company on the ego death portfolio page but the logo, and that intlrigued me. There is no link. Kind of mysterious.

General impression? Bitcoin is on the way to widespread acceptance on a faster track than I thought.