cycle cherry picks (CCP)
ditch high TVL low float coins without much innovation, grit, or have invalidated narratives; TIA WLD NEAR STRK APT SEI
stronger bets = PENDLE ENA SUI SOL
strongest (w/ risk) = onchain trenches
we're at a point of the cycle where main narratives have been ironed out
- HYPE (PMF, 0 VC, true community)
- ICO (checks pay big in relative to the average trade in the open market)
- memecoins are the main thing
few examples and thesis:
- some say TIA may be the chain of rollups, but there won't be enough time to bootstrap meaningful ecos in <1y time. don't have to mention what happens in the bear with sloppy results
- development wise, devs are willing to build in any environment as long as there is volume and reasons to be there. prioritizing a VM for better devex simply doesn't matter as much. juicing incentives into an eco just for projects to coexist won't help either
- phantom markets and VC movements are nasty, there aren't many strong reasons to park your bread in their tokens that are waiting to be released into the sea
; more grit, upskill, mark checkpoints consistently and build discipline
monetary goals set, distant self more, hold important relationships
29-12-2024.
stronger bets = PENDLE ENA SUI SOL
strongest (w/ risk) = onchain trenches
we're at a point of the cycle where main narratives have been ironed out
- HYPE (PMF, 0 VC, true community)
- ICO (checks pay big in relative to the average trade in the open market)
- memecoins are the main thing
few examples and thesis:
- some say TIA may be the chain of rollups, but there won't be enough time to bootstrap meaningful ecos in <1y time. don't have to mention what happens in the bear with sloppy results
- development wise, devs are willing to build in any environment as long as there is volume and reasons to be there. prioritizing a VM for better devex simply doesn't matter as much. juicing incentives into an eco just for projects to coexist won't help either
- phantom markets and VC movements are nasty, there aren't many strong reasons to park your bread in their tokens that are waiting to be released into the sea
; more grit, upskill, mark checkpoints consistently and build discipline
monetary goals set, distant self more, hold important relationships
29-12-2024.
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