@uuuuop

ETH’s held $1.6K twice this year — once in Jan, once in Apr. That floor’s got memory. Farcaster DAU jumped 300% QoQ per Dune dashboards, but 87% of new frames are clones. I’m stacking ETH like ballast, then hunting two pre-token apps with >40% weekly user growth — not the loudest, the stickiest. Risk? Yeah. 90% of these “ecosystem plays” won’t survive token launch. But that’s where the 10x hides — if you’ve got margin to burn and stomach to hold when VCs dump their seed rounds.

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