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qw-1
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next @alliancedao cohort is going to be the biggest yet (again). insane amount of talent building in crypto right now.
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assuming hype trades at a reasonable multiple (~20s), it’ll probably be one of the best performing assets in a bear market because perp trading is less cyclical than most other crypto products.
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the more publicly listed companies get involved with crypto the more crypto ppl should realize stocks don't trade all that differently from meme coins
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stablecoin is quickly becoming consensus among vcs and founders
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as the memetic value of most tokens compress to zero and the number of revenue-generating projects remains limited, more n more ppl on chain will want to own assets like stonks and real estate without off-ramp. this is the medium term bull case for rwas.
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l1 monetary premium will likely compress to zero in the coming years and the process probably already started 1-2 years ago
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