Thread by @epolynya

So, here's a tangential and embarrassing rant I always wanted to make! My blog and tweets are never about financial stuff, but I do morbidly indulge in it on the Into the Cryptoverse telegram channel. My thoughts on short-term markets are often polar opposite to my thoughts on..

https://twitter.com/epolynya/status/1477874093529571328

...long-term tech, which is what my blogs & twitter focus on.

Into the Cryptoverse users will know I was high on ADA through 2020 till September 2021, and still believe it's due one last pump. I was bullish on SOL all thru 2021, and actually was surprised it took so long.

All the while, I was highly critical of both Cardano and Solana, despite their tokens being my top picks. I know this can be confusing, but here's my general philosophy:

Bull markets have always been ass backwards when it comes to valuing technology.

So, start with the most flawed technologically with the strongest narrative, and then make your way up to the best tech that will be sustainable long term.

As a result, here's the rotation sequence:

ADA -> SOL (single-chain monolithic) -> AVAX/ATOM (multi-chain monolithic) -> NEAR/DOT (sharded, proto-modular) -> MINA/ZK-L1s (semi-modular) -> DA layers (L1s as modular) -> Rollups, DA layers, settlement layers -> Applications

When the bear market strikes, it's curtains for all of crypto, much less so for BTC, ETH, and a few application tokens that accrue value.

This is just a fun thread, please don't take it seriously :) I know I'll regret this already! Will stick to rollups.

To be very clear, I don't take these trades because I value my sanity. Money is infinite, but sanity is very finite. But as markets catch up to reality, I'll gradually consider them. I started (very small) in Nov '21 with some rollup-related projects as disclosed on my blog.