Investment Thesis - The industry believes fiat currency is trending towards zero value [1] - The industry anticipates scarce assets will likely outperform other assets [1]

Ticker is quite literally $ETHNate Geraci (@NateGeraci):What a headline…“Proponents see Ethereum becoming the platform of choice for the financial world”Eth narrative continues to go mainstream. https://t.co/CPRl8OHQok ...

Big day tomorrow.Get some rest. ...

Crypto Industry Focus - The most important areas in crypto now are tokenization, stablecoins, payments, and TradFi onboarding [1] - The main use cases heard about in 2017 are finally coming to fruition eight years later [1]

RT The Rollup (@therollupco)Andy and Sherpa discuss the schools of thought on late-cycle strategies and positioning."The boom cycles are shorter but the bust cycles are too. I generally agree that we are kind of like the tail end of this current run." https://t.co/91bHgpxwMa ...

What an odd 24 hours... ...

RT Jeff Dorman (@jdorman81)nearly every institutional investor I speak to understands $HYPE (simple biz, trackable revenue, massive growth, buybacks) and $TAO (incentivizing behavior and simple subnet examples).FWIW - DePIN is also easy to pitch as a concept, but the tokens are bad investments ...

RT fish™ (@cryptofishx)Gonna be on @therollupco in a min:https://t.co/7BLYUuTv2P ...

RT Chris Burniske (@cburniske)No endorsement of $YZY, just observation on what's happening and where we are... Andy's thread is good for that 👇 ...

😭😭😭The Rollup (@therollupco):The lads share their take on Kanye's memecoin launch chaos."I bought like a grand worth just because I wanted to just F around and find out. And I got my butthole blown out." https://t.co/DuzKgOZW34 ...