Spent a few hours comparing productive assets P/E, moats, and unlock schedules. They either have: • Incoming VC dumping pressure until at least mid-2026: ENA, ETHERFI, ZRO • High P/E ratio: AAVE, PENDLE • Smaller moat and lower probability of survival: PUMP As expected, HYPE remains the single best asset to bid on for the foreseeable future.

If you want to make money in the next few months, keep it simple: 1. Concentrate your portfolio in BTC, HYPE, and safe stablecoin farms 2. Focus on new chain ecosystems: MegaEth, Monad, Tempo 3. Increase your trading volume on Hyperliquid and Unit using Based (XYZ100 perps during week-end - iykyk)

Spend time listening to podcasts, reading articles, and blog posts. Talk to founders and give them user feedback. Share your unique thoughts and strategies (when non-dilutive) on X and build your audience. There’s never been a better moment to have a personal brand in crypto.