Directionally correct, but framing is off.Again, "success" here is value-accrual to the network and token. That's how we measure it for literally everything.Chain metrics off the chart but token downbad? Scam.Chain metrics shitty but token up? Also scam.Chain metrics up and token up? Future of France.In a future where apps continue to earn outsized returns relative to their infra counterparts, due to things like ASS/BAM, a chain needs 1 of 2 things (preferably both) to keep up with what will be application ...