The fortunes made this cycle won't come from any alt-L1s IMHO. They will come from apps that generate real yield that you've probably never heard of. Not HYPE but apps built on HyperEVM, not ETH but apps built on @Base.
You can look around and make asymmetric bets on a dozen of them already. Just look for any < $1B FDV coin that generates real revenue through fees. Even $AERO counts because it can grow to $100B once the inevitable happens and all the @Coinbase CEX volume is onchain.
Bet on the trends that are inevitable:
- Just like web1/web2 meant all companies went online, web3 means all finance goes onchain (CEX will lose to onchain, it will just take 5-10 years)
- Ignore the boomers that still operate every CEX and just bet on the trend
- Look for apps that capture real yield from this trend, whether its creator content (@Zora, @Virtuals_io, etc) or fees (@AerodromeFi, @MoonwellDeFi, @Mamo_agent, @DefinitiveFi, @BMXDeFi etc)
- Buy them at low MC
- Hodl for a few years
This is literally all you have to do. Like buying MSFT in the 1980s. I was a little kid telling my family "pretty soon every house will have a PC" and they were like "you're crazy Luke" and now here we are. If you bought $100 of MSFT in the 1980s you'd be a billionaire today.
I was seriously a kid in the 1980s telling my dumb family everyone will have a PC. I was a high school student in the 1990s with a University shell account telling my friends "soon everyone will be on the Internet" (they didn't believe me either) - I had one of those motorola flip phones in the 1990s and I was telling everyone "soon everyone will be on mobile" and they were like "it's too expensive" (learn to use Verizon maintenance mode and get free calls bro). I had the first iPhone in 2007 and I would tell everyone at parties "soon all your apps will be on this thing" and nobody believed me. Literally got called an idiot because I told them Blackberry was done.
So believe me when I say soon all your CeFi stuff will be on web3. It's happening right now, finally Wall Street figured it out.
Plan accordingly...
Even the boomers running the @Binance and @Coinbase CEX don't know it yet but @jessepollak is right.
We are still so early... (video credit tomo355 on Midjourney)
You can look around and make asymmetric bets on a dozen of them already. Just look for any < $1B FDV coin that generates real revenue through fees. Even $AERO counts because it can grow to $100B once the inevitable happens and all the @Coinbase CEX volume is onchain.
Bet on the trends that are inevitable:
- Just like web1/web2 meant all companies went online, web3 means all finance goes onchain (CEX will lose to onchain, it will just take 5-10 years)
- Ignore the boomers that still operate every CEX and just bet on the trend
- Look for apps that capture real yield from this trend, whether its creator content (@Zora, @Virtuals_io, etc) or fees (@AerodromeFi, @MoonwellDeFi, @Mamo_agent, @DefinitiveFi, @BMXDeFi etc)
- Buy them at low MC
- Hodl for a few years
This is literally all you have to do. Like buying MSFT in the 1980s. I was a little kid telling my family "pretty soon every house will have a PC" and they were like "you're crazy Luke" and now here we are. If you bought $100 of MSFT in the 1980s you'd be a billionaire today.
I was seriously a kid in the 1980s telling my dumb family everyone will have a PC. I was a high school student in the 1990s with a University shell account telling my friends "soon everyone will be on the Internet" (they didn't believe me either) - I had one of those motorola flip phones in the 1990s and I was telling everyone "soon everyone will be on mobile" and they were like "it's too expensive" (learn to use Verizon maintenance mode and get free calls bro). I had the first iPhone in 2007 and I would tell everyone at parties "soon all your apps will be on this thing" and nobody believed me. Literally got called an idiot because I told them Blackberry was done.
So believe me when I say soon all your CeFi stuff will be on web3. It's happening right now, finally Wall Street figured it out.
Plan accordingly...
Even the boomers running the @Binance and @Coinbase CEX don't know it yet but @jessepollak is right.
We are still so early... (video credit tomo355 on Midjourney)
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