X @BREAD | ∑:

I think this is true, but I also want to keep myself in-check for when the pendulum swings back.It's always growth+rev, but the meta slider is 99% to revenue right now.HDF (@PaikCapital):Think it's fairly obvious now that the market will prefer either max utility (rev. -> buyback/burn) or max no utility (meme).Anything trying anything in between (mostly governance) will continue to drift towards zero.ETH is the meme for institutional boomers, for now. ...