@lukeyoungblood
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)
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