Narratives may drive price, but infrastructure sustains value. Memes fade, hype cycles collapse, but underlying rails—wallets, bridges, rollups—remain. The smartest investors don’t just chase noise; they accumulate builders who remain committed long after hype cycles vanish. When capital inevitably returns, these builders are the first to benefit. Infrastructure is boring, but boring often outlasts excitement. The real alpha lies in seeing future utility while others sleep.
- 0 replies
- 0 recasts
- 0 reactions
Don’t underestimate cross-chain. Liquidity and users move across ecosystems; your strategy should too. Engage with bridges, L2s, and multi-chain apps to position ahead of broader adoption trends.
- 0 replies
- 0 recasts
- 0 reactions
The Bitcoin halving always sparks debates about price impact, but the real story lies in miner behavior. With block rewards shrinking, miners are increasingly reliant on transaction fees. This shifts incentives toward maintaining healthy on-chain activity. The emergence of Ordinals and other inscription-based activity shows how unexpected narratives can breathe life into blockspace demand. For the first time, Bitcoin’s fee market is becoming sustainable, and this has long-term implications. Bitcoin isn’t just about being “digital gold.” It’s evolving into a scarce computational canvas, where demand for blockspace could rival its store-of-value narrative.
- 0 replies
- 0 recasts
- 0 reactions