This is not to be interpreted literally OF COURSE there are amazing products creating value beyond BTC and ETH Exchanges Custodians Wallets Stablecoins Prediction markets RWAs NFTs Memecoins Games Identity More But if you actually talk to anyone irl you recognize the tendency we all have to over allocate to shiny objects and under allocate to the only $100T opportunity in crypto: credibly neutral store of value Also, the high upside opportunity in all the products above was BEFORE these were all shiny objects. Credibly neutral store of value is the only hot narrative to focus on. Outside of that if you see a hot narrative it’s highly likely you are exit liquidity for the NPCs

@johnwahhab Started career there and never sold a share