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RE: my views on some macros
Solana has proved its moat and resilience the last few years, so many big projects being built on top of it, it’s here to stay, much higher valuation in the future. Super fast, cheap transactions, great user interface.
Hyperliquid is top notch decentralized for perps, pre-IPOs targeting traders, here to stay, much higher I see it.
BTC is the king, boring savings account, here to stay.
Hoping to catch another x50-100 new L1 or some big size gem this cycle, I’m eyeing $NEAR since it’s at the crossroads of Ai and Privacy, reminds me of super early Solana days (pre 2021) needs a lot more work on their user interface (wallets..etc) hard to navigate rn but I can see them succeed
I liked SUI a lot last cycle, it covered everything NEAR is now lacking, but it lacked clear vision and leadership imo, it fixed I think it can do wonders.
TON is another L1 that I can see its potential, not my favorite right now, but still can do something if they worked on their ecosystem.