Ichadian (ichadian666)
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Infrastructure season is real. Every cycle has a phase where speculation fades and building takes over. We are in it. Three things I am watching: 1/ Tokenized RWAs - not just treasuries anymore, real estate and commodities coming on-chain 2/ Stablecoins as settlement rails - GENIUS Act making cryptodollar infrastructure legit 3/ L2 consolidation - most L2s will die, winners will absorb TVL fast The builders who survive this phase will own the next cycle. What infra plays are you accumulating?
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consensus 2026 is just a networking event disguised as a conference. everyone's either shilling their L2 or pretending to care about regulation while refreshing their portfolio every 5 mins the real alpha is in the hallway conversations, not the main stage. always has been
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