The application layer might make you more money... if you pick right. But picking right is hard. The base layer is straightforward. Activity is concentrating on a handful of chains, and those chains are becoming the settlement layer for what comes next: billions of AI agents transacting at machine speed. You can't run that economy on banks and clearing houses that close at weekends. It'll run on the L1s. So you don't need to guess which app breaks out. Allocate to the rails the whole machine economy will run on, size to your appetite, and let the secular trend do the work. This is the crux of my Everything Code framework... the only things that beat the debasement of currency are the great secular trends, and this is the biggest one of all.