how can you be bearish when in the past few days....
– circle IPO’d and hit 20B+ valuation
– stripe acquired privy, validating wallet-as-identity UX
– X partnered with polymarket, financializing public discourse
– plasma sold $500M in minutes, proving demand for stablecoin infra on bitcoin
– pump prepping a $1B token sale at a $4B valuation
– some app chains are generating more fees than many billion-dollar protocols
– onchain consumer apps are actually fun now
– hyperliquid is on a historic run
– nyu is offering courses on algorithmic art
HOW CAN U BE BEARISH??
