brypto

Ethereum

ethereum should distance itself from speculative use cases by selectively highlighting the apps aligned with its core values.

we need to shift the narrative from speculation to real world impact.

If you believe in the Perez framework (https://avc.com/2015/02/the-carlota-perez-framework/), then trying to recreate Pump on Ethereum not only has cultural headwinds, but market headwinds as well

The next era of crypto is about production capital, not financial capital. Capitulating to speculation now is a laggard move

how do you know that the exuberance era is over?

I don't -- I could be wrong. My gut says that FTX was the true collapse and that memecoins were an echo bubble

But even if we have a bit more installation mania left, the shape of it will look different from pump

So if you want to bet on that, better move is to figure out what comes after... NFTs -> memecoins -> ???

it could be. frenzy ends with institutional changes and maybe that’s what it’s going on right now

but it feels like crypto is just too wild to tame

Yeah the decoupling of BTC from other cryptoassets and focus on a stablecoin + mkt structure bill signals that it's insto recomp time