my take is that if you're in crypto and looking at crypto equities, start thinking about the lines in which tradfi can use crypto that isn't explored / fully well understood

because clearly the world doesn't understand circle whereas we understand it abit TOO WELL and got too fundamental

the most obvious lines are

- stablecoins

- tokenised equities

- perps

- and maybe DeFi

to be very honest, many PRODUCTS of crypto are good. their TOKENS, however, are not. In fact, i think that if a defi protocol (that's big) ever decides to IPO, i think it can run it up alot, vs their token

as such, for tokens, i think the list is short, and imo the one i like the most is HYPE

and then for stocks, you have

CRCL / HOOD / COIN

if anyone has any ideas, let's jam