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Kaloh
@kaloh
Impressions after diving deep into crypto verticals while building @indexy over the past month: - Roughly 90% of high-value token assets consist of infrastructure projects and protocols. - A significant percentage is related to Real World Assets (RWA), but aside from GOLD stables, I haven’t had my “aha” moment in this category. - I’m surprised not to see more consumer-oriented projects, apps, or use cases at the top of the lists. Where are the apps? It feels like the variables are aligning—strong infrastructure, a favorable regulatory environment, and ample capital—for multiple breakthroughs over the next year. Probably the future winners are already here somewhere buried in the ~$100M market caps or below
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Dave Shake
@daveshake
It makes sense from a retail to degen flow perspective. People onboard to a cex then see the projects listed there then slowly move to dex coins which are smaller cap. fwiw, i’m building meme.dating , which will be crypto tech under the hood but plain fun up front.
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