Push one layer beyond this and you get: Fartcoin, World, Sui, and the lending protocols like Maple and Morpho Beyond that, don’t think anyone has a strong thesis right now (though of course, in due time something will emerge)
The cycle has felt weirdly easy from an investing pov Just buy the majors + HYPE + COIN/HOOD and chill Can’t tell if that’s a sign of crypto maturing or 3rd cycle behavior where I stopped chasing dumb coins Or most likely, I’m about to get humbled bigly and regret this post
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