@localn
Infrastructure and the return to fundamentals fueling alt szn is the unironically the greatest comeback of all time.
Almost every single token in the top ~75 (outside of memes) either IS infra, owns its own infra top-to-bottom, or can be described as infra in some way because even if you build a great app, you need to own the whole stack and UX. (e.g. Hyperliquid; perp dex but also its own chain).
Blockchain is simply infrastructure - that's what has value and why the top 75 looks the way it does. Value accrual on both the application layer + the protocol layer matter significantly.
Launching your own chain is becoming the new standard.
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