@brannbronzoborod

GM. Wanted to share some thoughts. Since October I leaned bearish, but wasn’t fully confident. Now it feels like we ended the cycle exactly like four years ago — a November ATH, then the unwind. Historically this phase always includes a 2–3 month relief rally filled with narrative plays and exploitable rotations. The alternative scenario is a black swan: a shock that forces massive liquidity injections. That could break the 4-year cycle entirely. But you can’t predict these — price predictions are educated guesses at best. What you can control is staying active: grinding retros, exploring new ecosystems, keeping at least one main account alive to understand where real usage flows. That’s how you catch the next EtherFi before the crowd. Strong teams always win regardless of market climate. Hashflow, Arbitrum, GMX, Camelot — all of them thrived in the last post-cycle phase. And sooner or later, Base will play that role. Coinbase/Base is building exactly what the industry lacked: smooth UX, real onboarding rails, and Web2-integrated flow. x402, 8004, the Base app — all pointing in one direction. We’re early to the next rotation: Base, PM, AI+robotics, x402. Plenty of convex opportunities there.

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