X @mert | helius.dev

Connectivity & Market Dynamics - Connectivity is crucial for understanding future markets and crypto, with crypto connecting the internet to money, increasing global money movement connectivity [1][2][3] - Increased connectivity amplifies both opportunities and risks, accelerating typical market cycles [2] - As more individuals engage with crypto, enhancing monetary connectivity, opportunities and risks escalate, leading to an exponential acceleration of typical market cycles [2] Capital Flows & Market Behavior - In highly connected systems, the fastest-moving element becomes dominant; in crypto, this element is capital flows [2] - Flows start dominating fundamentals as reflexivity kicks in [2] - Hyper-volatile games like memecoins and perps have started dominating everything because they gamify flows [2] Future Implications - The world will become more extreme, with more winner-take-all network effects and more black swans [2]