complacency is the biggest killer everytime something gets some initial pop of traction, there’s a gravitational force of vampires, derivatives, sellers, macro nuking, meta shifting and all kinds of things you can’t plan for it might be hard for builder’s to visualize this POV but every single coin that has stayed popular this cycle has destroyed their competition pump/hype/zcash have delivered relatively stable, upward slanted charts by completely dominating their competition now go look at their competitors anything that hasn’t dominated competition has been murdered by the rotations for builders… i could be wrong but if the goal is to survive the rotations, the goal has to be domination. if not, it’s the gulags.

lowkey onchain bull season last few days wonder if it’s start of a curve or dead cat leaning start of the curve x402 slightly overhyped but ai agents being able to send money to each other without needing a wallet is definitely fresh buyback flywheels continue to be the best tokenomic setup, no sign of slowing down bsc season not dead but heavily reliant on bnb & aster price which is reliant on CZ, but not wise to ignore this eco, giga cooks can spawn at any time solana needs new narra, maybe led by x402s or pump icm ? UX lead that sol once had is now marginal as other ecos have caught up vest exchange most interesting thing w crypto x tradfi, perps on stocks (hyperliquid for stocks) arguably highest upside opp in crypto rn im an investor in fomo app but also just love using it, cool to see it taking off. the cross chain trading experience is 100% going to get copied by everyone and in a couple months, you’ll never need to bridge again overall wherever macro goes, lots of onchain storylines have room to unfold for a while