Don’t think it has ever been as clear what will and won’t succeed in crypto, as it is now. Seems strange because of how little conviction most people have on CT.

FWIW, I haven't felt this bullish in the 5y forward view for crypto since ~2018

Matt Huang

cofounder @canvas, prev @common, raymond.xyz

https://x.com/matthuang/status/1908958488900100171?s=46

Interesting progress in cross border stablecoin settlement lately

Institutional DeFi, marketplaces like Morpho as liquidity clearinghouses for 1000s of depository receipts

Closer to here, Farcaster frames as a protocol. 

A bunch of other theses too that are more niche or detailed

i don't think it's clear at all - what is clear that will and won't succeed in crypto in your view?

I think soo many are just used to being used that it's become normal to just bitch about it but not do anything about it also lol. Well... at least on CT. They all just want games to gamble on for some reason and they will attach that requirement to anything new which is sad.

Crypto is not just about price or speculation. Focus on the underlying technology, such as blockchain, smart contracts, and Zero-Knowledge Proofs (ZKP). Many people still doubt the future of crypto, but if you understand the fundamentals of the technology, you will find it easier to see its long-term potential.