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Fundamentally strong utility tokens > Internet Capital Markets trash
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Another strong $ETH candle. Its current outperformance is probably the best thing that could happen for the altcoin market overall. So whether you’re invested in it or not - whether you‘re an Ethereum maxi or can’t stand it - it’s time to make up your mind and embrace it. Sooner or later, you’ll benefit from it big time, directly or indirectly. Ethereum is for everyone.
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One thing I genuinely regret is not loading up on a ton of $KAITO at the bottom. I got greedy, thought it might dip further - and missed the obvious. In hindsight, the reason for Kaito’s explosive rally seems clear: Most people like me midcurving it from the sidelines, while @Punk9277 and his team just kept shipping - dropping one partnership and feature after another, proving the gravitational pull their attention economy has already created. People are waking up to the fact that they might’ve missed the most compelling and disruptive SocialFi / InfoFi play the industry has seen so far. What’s funny is, a lot of the same people are still midcurving it hard - asking where the revenue is, how sustainable the model is, or whether the valuation multiple is justified. But let’s be honest: Crypto has always been driven by attention and narrative. Those forces shape price. They decide which verticals run, and which get left behind. @KaitoAI has done something rare that we haven't really seen before: They’ve built a system that doesn’t just capture attention - they control it. They’ve built the rails for where attention flows and how it gets monetized. We always say distribution is everything in crypto. Kaito might have one of the strongest distribution engines I’ve ever seen - with network effects and platform defensibility most teams could only dream of. It’s not just a product - it’s an attention marketplace. Long story short: In a reflexive bull market where hype fuels price and price fuels more hype, I don’t think people realize just how irrationally high something like $KAITO could trade. Remember Axie Infinity? It hit a $40B valuation once user growth reached escape velocity just because gaming became a thing. I'm incredibly grateful for the generous airdrop I received and am happy I staked it on day one - haven’t touched it since. Keep yapping. Keep staking. That's what peak social reputation will look like and in an attention economy, that’s where most of the value will flow.
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Broke: Chasing the next PumpFun clonse - @bonk_fun, @boopdotfun, @believeapp. = Short-term thinking. Pure value extraction. Woke: Looking at the next Binance, Coinbase, MetaMask, or Phantom - like @infinex. = Long-term focus. Positive-sum mindset. Different games. Different outcomes. Guess who loses.
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gm to absolutely everyone except those selling right before the biggest run and altseason in crypto history. Weak hands will regret it, but this is what happens when you invest without conviction.
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Amazing to see that @WINRProtocol is now powered by @Celestia underneath. Two of my favorite projects, seamlessly working together just because it makes sense. $WINR keeps delivering the best casino UX - fully on-chain, non-custodial, and transparent. Gambling is cool, but doing it with transparency and real Web3 infrastructure under the hood is way cooler.
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