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...
