current state of the market thought

altcoins are basically still flat while onchain gives us daily opportunities to build more capital, so we can size into the right coins (probably btc eth sol) when the timing feels and looks right and ride that momentum into the next bull market
this is the best case scenario btw, the other way around wouldn't have been nearly as fun
i genuinely think if crypto starts an uptrend too, onchain will heat up during the consolidation phases in between like never before, so we ride the leg up, trade onchain in between, ride the next leg up... (if we nail it)
i genuinely think crypto's mcap has the potential to hit 10T at some point, with major institutions focusing on tokenization, onchain rwas, agentic trading, stablecoins, and onchain trading through consumer apps that make it easy to manage your entire financial life
so much potential here, and if we think it through, still bullish for the underlying layers
who knows, but we'll be there somehow