@hhffgh
ETH hasn’t broken $1.5K since 2021 bear bottom — that’s not luck, that’s structural demand. Farcaster DAU jumped 300% in Q1, but only 7 apps crossed 10K MAU. I’m long ETH as base layer, and buried in two pre-token casts: one with 40% week-over-week user growth, another pulling 80% retention from Twitter defectors. Most “ecosystem plays” are vaporware chasing VC checks. Real alpha? Track who’s actually shipping product while others pitch decks.
0 reply
0 recast
0 reaction