X @Andy

Adoption Wave & Infrastructure - Speculative eras drive onchain opportunists, but this wave is expected to be the 'stickiest' due to improved infrastructure and UX [1] - The industry now possesses the necessary infrastructure and improved UX to win over more sustained adoption than before [2] - Solana successfully managed a $600 million ICO onchain, highlighting infrastructure improvements [2] - The availability of fast chains and altDA further supports this stickiness [2] Shifting Perceptions & Institutional Demand - Perception around crypto has shifted, particularly regarding institutional demand, which focuses on long-term (5+ year) results [3] - Companies focused on RWAs, stablecoins, and tokenization contribute to this stickiness, playing a different game than treasury companies [4] Opportunities & Retention - The breadth of opportunities available to users, including social apps, InfoFi, DeFi, NFTs, games, tap trading, prediction markets, stablecoin yields, and tokenized equities, increases the likelihood of user retention [4][5] - The primary goal is to increase long-term retention from speculative booms to expand the onchain user base [5] - The industry anticipates much higher retention rates over the next 12-18 months compared to previous eras [5]