high chance that over the next 12-24 months you can go short on every token that is launched from projects that have raised in 2022-24 and outperform versus if you'd go long
if there was a proper activist investor in this space, companies like @golemproject wouldn't be sitting on 100K ETH while having a ~270 mil FDV, would've been a no brainer target before the pump
if there is an alt-season it will be far more contained than before; flows have changed, institutions are now holding blue chips and those assets will not flow out of them into your alts
if you’re a founder in the crypto space looking to build the highest impact product both from a distribution standpoint and one for your bottom line; it used to be an L1, now it’s stablecoin infrastructure
ETH would’ve probably been better off not adding blobs( it would’ve been unlikely that the rollups using ETH move anywhere else anyway but at least they’d have been paying fees. Especially the case considering user activity would’ve just migrated.