@ichadian666
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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