Investing in EVM blockspace is saturated. Valuations are all high for good projects and there are many long tail shitty projects still trying to pitch EVM chain/L2 but better, faster, cheaper, less fragmented, etc etc

Infra is still compelling to me but the stuff I’m interested in isn’t trying to compete with commodity compute platforms

If you’re still pitching decentralized compute, you better have a really good distribution story

It's high VAL , low supply game ,coupled with low liquid state of money supply