I have many bullish theses for Solana

but the one thing you absolutely can not afford to do is underestimate alt L1s and L2s

that's how you die a slow death

do not assume superiority, ever — these people are working super hard

update your priors every single day

most of the anti-L2 arguments I see floating around are some recycled thoughts from 2022 that have since been addressed

again, you must relentlessly learn or you will die

information and shipping fast are your only edge

ceo @ helius.dev, host @ lightspeed, ex coinbase — wartime shitposter