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Xen
@XenBH
head of marketing & global @base
Joined February 2012
2K Following    24K Followers
People are giving up on crypto at exactly the wrong moment. The whole world's assets are starting to come onchain. Stocks, commodities, real estate, eventually most things of value, and we're right at the beginning of it. Some people will say that this is just mainstream finance moving onto new rails, and that crypto itself has got boring. I understand why people feel that, especially with prices where they are. But I think it's exactly backwards. All of these assets have to trade and settle somewhere. They need deep DEXs like Aerodrome, borrow and lend markets like Morpho, perps like Avantis, and a settlement layer like Base. They also give every wallet and front-end a new product to grow with. That's a wave of capital, users and liquidity coming into crypto. People are capitulating because Bitcoin and ETH have underperformed. That's not the same as the market being anywhere near done, and I think the comeback will be quite something. I would not like to be on the wrong side of that trade.
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