cont: its btc -> eth -> sol in a weird way bc of DATs and how as time passes more trashy assets get DATs I think broadly the stuff I wanna long is bucketed into: 1. DAT assets - ETH, SOL, WLD, etc. 2. Fundamentally strong alts - think HYPE, PUMP, PENGU, MNT, etc.
it seems relatively clear to me that the mania phase of this bull market is not happening on-chain last one -> onchain dead -> onchain rip this one -> big alts dead -> big alts rip time is a flat circle
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