X @BREAD | ∑:
BREAD | ∑:·2025-08-13 16:15
Market Analysis - Traditional finance (TradFi) is replicating cryptocurrency trends with larger investments [1][2] - The industry is observing a shift from Layer 2 (L2) to Web2-driven Layer 1 (L1) mania [2] - Bootstrapping chains presents significant challenges for corporations [2] Investment Strategy - Focus on infrastructure over applications [2] - Investment flow: Bitcoin (BTC) to Ethereum (ETH) to Altcoins [2]