Also cat… at least he has the self awareness to escape from the cupboard before destroying the kitchen…
- 0 replies
- 0 recasts
- 3 reactions
Cats are adorable but also they love to explore the wrong places…
- 1 reply
- 0 recasts
- 4 reactions
The fortunes made this cycle won't come from any alt-L1s IMHO. They will come from apps that generate real yield that you've probably never heard of. Not HYPE but apps built on HyperEVM, not ETH but apps built on @base.base.eth You can look around and make asymmetric bets on a dozen of them already. Just look for any < $1B FDV coin that generates real revenue through fees. Even $AERO counts because it can grow to $100B once the inevitable happens and all the @coinbase CEX volume is onchain. Bet on the trends that are inevitable: - Just like web1/web2 meant all companies went online, web3 means all finance goes onchain (CEX will lose to onchain, it will just take 5-10 years) - Ignore the boomers that still operate every CEX and just bet on the trend - Look for apps that capture real yield from this trend, whether its creator content (@zora, @virtualsprotocol.eth, @aerodrome, @moonwell, @mamo, @definitive, @bmxdefi.eth) - Buy them at low MC - Hodl for a few years (cont)
- 1 reply
- 2 recasts
- 5 reactions