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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