To expand on this $LINK long leg, it's essentially a 'flows' argument:
> Traditional crypto venture is dying (think writing cheques for infra like Eigen)
> Large % of these funds are pivoting to be liquid token funds
> There are only a handful of fundamental based trades they can take with size (aave, hype)
> They are underallocated to this since nazarov been dumping on everyone for years - but now that flow also reversing (buyback vehicle)
> normies love it
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