BULLISH CRYPTO
For 3 years, 0-sum thinking, short-minded behavior dominated. Infra got 10x better anyways - token launchers & app builders leverage it.
Now, all top projects connect adoption, usage, revenue with a token & select new/oversold cryptos offer big, fair upside!
1/x
This fixes 3 issues
1️⃣Fair token launches are back. It’s easy & there’s upside for all
2️⃣ Outside Investors get more than a meme & can invest with certainty
3️⃣It pays to be an active supporter, hodler, User-Builder-Investor again, as activity translates into token prices.
2/x
That is enough ingredients to get money inflows into top projects, ICOs, consequently also a broader defi revival - as the Tide Lifts All boats - and breakout success stories, for example on top rev coins/platforms and in new categories like entertainment, social, apps too.
3/x
Most of the top revenue projects and Token Economics are still connected to issuance (pump, clanker), Core DeFi with trading (Hype, uniswap) & lending (Aave) and I expect them to get rewarded first - through inflows or their own buybacks.
4/x
Great apps with sound econ in top ecos should then find more users & get flows too (Zora, QR, Bracky) - until 0 fundamentals good marketing outperforms again.
‼️btc/eth price has impact, but more important is fixing attention from overhyped, overvalued shitcoins to good projects
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