So here’s my take on the 3 most interesting & relevant chains I’m focusing on for the rest of this cycle & next cycle, with detailed thesis why (and yes I’m biased):

1. Avalanche- to me this has the potential to be the Apple of blockchain (and yes I am in their ear about this). What I mean is this is that they will have top (non degen, non gambling) consumer based blockchain products across all categories and will have great UI/UX to onboard retail. We already see this in gaming with top titles Off the Grid & Maplestory, will extend to AI and all other categories. Great builder support culture, from Codebase to Infrabuidl, devs can easily spin up their own L1. Ppl complained about volume, but now they have great socialfi/casino app Arena & volume is crazy with coins popping daily. A lot to like here.

2. Hyperliquid. Their orderbook is exceptionally fast & gasless & tokenomics are phenomenal. In addition, they have a wealthy & influential user base which is steering them in the right direction. The token buybacks will make this token attractive in the foreseeable future, so eyes will always be on HL. I see this taking a lot of market share from Solana next cycle. Ppl who feel they are late will get wealthy beyond belief aping into HL next bear lows and riding it up the staircase imho.

3. Megaeth. Apparently it’s a very fast and high performant L2. What interests me is their builder culture, they have a similar accelerator program as Avalanche Codebase called Mega Mafia and their startups have already secured over $40m in funding. Like HL’s Hypio, they also have strong communities already forming as de facto opportunity and alpha groups. Basically the leadership & startup culture seems really legit to me, which makes me interested in participating more.

Let me know your thoughts. Any other favorites?