You don’t have to be bullish on crypto to be bullish on crypto. Web2 is incompetent and complacent, relying on regulations & other forms of gridlock to stifle innovation.

Every inefficient market that exists today is an opportunity for crypto to infiltrate and improve society. Here’s some takeaways from my recent report: zkTLS might be the most interesting part of crypto right now. It unlocks so many new use cases, we almost need to recondition the way we think about building. A lot of previously impractical ideas can now be revisited.

1/ Been thinking a lot about token design lately. Made a tier list of token designs and organized some thoughts on tokens that stick out to me.
Also have some way-to-early predictions for next cycle’s blow off top 🧵 2/ First, a couple disclaimers. Of the tokens mentioned here, Thales is the only one i have a material position in.

This is also not analyzing or endorsing the protocols themselves. Strictly discussing the tokens