2024: - Low float, high FDV - Hyped infra for the sake of i | ayyyeandy på Binance Square

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2024:
- Low float, high FDV
- Hyped infra for the sake of it
- Focus on CT > anything else
- Bad regulatory regime
2025:
- Fair launches, ICOs
- Fat app thesis
- Distribution outside the echo chamber
- Deregulation  
This is progress.

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If more and more companies keep following the Microstrategy playbook, will it eventually end in a massive debt spiral collapse?

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Last week at Stablecon in NYC was the first time I'd heard about the 'stablecoin sandwich' as a way to describe the stablecoin supply chain. This phrase is infectious amongst institutions.

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Woke up feeling bullish, hbu?

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The caliber of founders coming into our industry has never looked better. Due to stablecoin interest, payment flows, and institutional approval we may finally see more talent come into the space instead of choosing something like AI. Still very early to say but its starting to happen already. More competition for incumbents, but this new class doesn't care about chain tribalism or ideology. They frankly don't care nearly as much about the core ethos of our space either. They want to raise, build product that people want and hit escape velocity with a *real* business.

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Spoke to a liquid portfolio manager of a large T1 fund recently about the upcoming secular altcoin bull run...his view may shock you: 1. The obvious reality is there is an outsized supply of tokens on the market which have launched in the last 18 months compared to the demand for these tokens. Hence, why there are many 'down only' charts across new tokens. This is unlikely to change without a broader macro shift with lower rates, better liquidity, and more risk-taking behavior from the market as a whole. 2. More interestingly, and perhaps less obvious, there is a new way for the total 'altcoin' marketcap to increase significantly without your favorite coins pumping. I know, not what you wanted to hear. This could happen via tokenized equity. Imagine if, for example, OnlyFans launched a token to exit their business rather than looking for the current exit they are after. There are many businesses which could tokenize their equity as an tokenized IPO rather than the traditional route. This is a new surface area for market capitalization increase which hasn't previously happened. 3. The other way is the actual tokenization of many other assets onchain, stocks bonds and the rest. This is already happening and will continue to add to the non-Bitcoin market cap of crypto assets. As a holder of different alts and investor in 50+ deals over the last two years, this wasn't the outlook I wanted to hear but it seems to be more realistic than a broad "alt season" even though I still think its very possible given a better macro environment.

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