what im bullish on: eth defi options memes privacy defi neo bank consumer apps censorship resistant stablecoins unstoppable applications crypto native value (have a long form thesis on this might drop it soon) what im not bullish on: big VC raises alt-L1s RWAs (not because its not going to moon, but all the value capture is offchain) the solana psyop cartel (vc talking heads and crypto media) the ethereum foundation probably a bunch of other things
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