Observation: there's one asset that's shaping to be the Schelling point of DeFi.
- Fastest horse in arguably the important sector of finance -> being integrated everywhere
- Early adopters made rich -> strong community
- Little early investor sell pressure -> possible sell-side liquidity crisis
- Healthy amount of hype -> reflexively attracts capital/talent
- Early adopters made rich -> strong community
- Little early investor sell pressure -> possible sell-side liquidity crisis
- Healthy amount of hype -> reflexively attracts capital/talent
Not financial advice. Not schilling. Just an observation.
Watching how they trade when BTC dips and how they recover from the DeFi mini-winter tells half of the story.
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