Narratives give direction, but execution determines survival. Dozens of L1s launched with hype, yet only a handful sustain today. The lesson? Attention can ignite a trend, but only execution keeps it alive. If you want to invest wisely, look past slogans and measure real progress. Who’s still building six months later? Who’s still shipping when nobody’s watching? Hype fades, but execution compounds into dominance.
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Never underestimate builders who don’t chase attention. Quiet execution often signals real progress. The market eventually discovers them, and by then it’s usually too late for those who waited for the hype cycle to start.
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Institutional adoption is no longer a myth. With Bitcoin ETFs in the U.S. and Europe, pension funds and asset managers are dipping their toes into crypto. This legitimization has ripple effects across the industry. Infrastructure providers, custodians, and compliance tools are scaling to meet demand. But here’s the nuance: institutions don’t move fast. Their gradual involvement means we’re in the early stages of a decade-long trend. Retail investors often expect explosive growth overnight, but institutional adoption is a marathon. The steady inflows we see now are just the beginning.
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