spent a couple of bullish votes on yeet and megaeth the last couple of days, today I'm spending a couple on infinex
two reasons:
on the infinex side, they are going beyond just facilitating cross-chain swaps, sure everyone wants to do that now, but integrating aave into the app is a step change, like to see that
on the ethos side, I'm increasingly thinking that more evaluation of social capital will come from the ethos side. it's the asymmetric opportunity. kaito has so much 'mindshare' in the social capital space right now, and all of the tokens which protocols have to allocate are going to kaito right now, which means the blue sky for ethos is huge. either it eats into some of that share from kaito, or protocols realize ethos is also valuable IN ADDITION so they carve out their own allocations. tldr: ethos allocations up imo
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