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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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.