ok i’m re-energized again.

Spent the day catching up with a few subnet teams we’ve backed and it flipped my whole perspective

Every founder i talked to was laser-focused on generating revenue

Ironically, the same stuff everyone’s pointing to as negatives—miner sell pressure, root auto-selling, high TAO APY—is what’s forcing that behavior

There’s this extreme urgency to figure out how to get revenue to drive buy pressure back into their subnet, reduce inflation, and survive. If they can’t, they bleed out

i haven’t seen this kind of desperation-to-survive energy and focus on building real businesses anywhere else in crypto