Enter & Exit the Banana Zone

now that the macro will ease over the next 1-2 quarters, imo the next 4 most important factors for our bags to pump are:

1. 40% of all new EVM code in 2025 is on base (incl. L1)

2. Next bull phase will be less memes and more product-led token with utility

3. Farcaster is becoming main horse for true Base season

4. Consumer crypto will have 1st breakthrough phase via mini apps and other legos to build the Singapore of web3

Bracky, Native and 2-3 others will form a cohort of investable assets and will eventually get CB/CEX listings

I can sleep well now.