1/8 Kind of feels like crypto has four macro categories that will actually hold value right now: 1) Own the stablecoins: -Perhaps XPL and CRCL if good entries -Stripe secondaries/Tempo adjacent plays -Cloudflare stock for net dollar AI/stablecoin play

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

The idea that “everything needs a coin that does nothing, and it’s our customers who are wrong” is one of the most reductive and toxic ideas that’s somehow embedded itself into the Coinbase hivemind… Zora is just pump fun for the mid-curves who think they are better than the trenches. Coinbase could be doing so much better, but even when the bulk of the industry is *shouting* that feedback, they are sticking their fingers in the ears, and assume it’s the customer who is wrong.

Name & Symbol: Zora ($ZORA)
Address: 0x1111111111166b7fe7bd91427724b487980afc69