Just sharing some Sunday thoughts.
Price action can be a bit demoralizing at times, but that’s part of being in this space. Highs and lows come with the territory. I’m still excited about the next 12 to 18 months, even if a breakout likely depends on a return to a risk-on macro. When that happens is anyone’s guess.
Glad to see institutions starting to push for better token design. More projects are talking about routing revenue back to the token through buy-and-burn mechanics, creating deflationary models. Institutions will expect to see that kind of alignment. Teams that aren't exploring it over the next year are going to fall behind.
On the tech side, we're probably still 18 to 24 months out from real adoption beyond finance. Payments, DeFi, stables, and RWAs are still the best fit for current infra. But teams like Zora, CCP (EVE: Frontier), and Farcaster are starting to break that pattern slowly.
Easy to get caught up in price, but the real momentum is underneath. What are you most excited about? 3 replies
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