I think the CoinMarketCap leaderboard era of crypto is close to its end.

Is it interesting to invest in Walmart? Adobe? Mastercard? Johnson & Johnson?

You don't answer that question by looking to see how their ranking in the S&P and market caps compare.

You don't invest in Exxon because its market cap is cheaper than Eli Lilly & Co.

You develop a thesis specific to each business and its space and prospects.

I think that's what's coming in crypto.

These things are not all the same.