assuming hype trades at a reasonable multiple (~20s), it’ll

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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next @alliancedao cohort is going to be the biggest yet (again). insane amount of talent building in crypto right now.

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

stablecoin is quickly becoming consensus among vcs and founders

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.

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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