X @Andy

My market thoughts on the infra vs. apps investing cycle:The infra topics such as chain abstraction, pre-confs, intents and others have really slowed down amongst the common discourse as the infra <> apps pendulum has swung back to apps.We're very firmly in the apps part of this current iteration because we have the infra stacks to support relatively high throughput applications.This swinging of the pendulum happens every few years in crypto. Think about DeFi summer 2020 pushing the boundaries for what was ...