Crypto Market Focus - Trading and Store of Value (SoV) represent the largest Product-Market Fit (PMF) in the cryptocurrency space [1] - Store of Value (SoV) solutions in crypto have a notable gap concerning privacy [1] Privacy Considerations - Traditional assets like cash and gold offer privacy, which is lost on the internet [1] - A potential strategy involves a "ZEC x SOL barbell" approach to address privacy concerns [1] Investment Strategy - A balanced portfolio could include (Gold, ZEC, BTC) x (Hood, SOL, HYPE) [1] - The market capitalization of these assets is in the trillions [1]

RT Ignas | DeFi (@DefiIgnas)The 10% SoV Law:- Gold: $28.3T MC- BTC at 10% of gold = $141k (+52%)- ZEC at 10% of BTC = $17.4k (+2725%) ...

Layer 1 (L1) Investment Thesis - L1 investment hinges on the belief that its token will capture significant value through shared state access and Data Availability (DA) [1] - Alternatively, investment is justified if the L1 token possesses Store of Value (SoV) or moneyness properties [1] Value Leakage Avoidance - Applications are actively avoiding value leakage to the underlying L1 [1] Token Holding Rationale - Holding L1 tokens is only worthwhile if the investor believes in either the token's value capture potential or its SoV/moneyness characteristics [1]