0xJeff(@0xJeff):This cycle actually feels pretty simple vs the last one Capital is concentrated like a barbell > Memes & Speculation on the left > Onchain AI, DeFi, RWA, Payments on the right 2 things happen 1. Launchpads & DEXs capture value from trenching activity 2. AI, DeFi, RWA, Payments/Neobanks extend crypto moat outside of CT And you know what the best thing is? 10/10 literally cleansed most teams out of the industry The only ones left are teams that either > they have found PMF + whose tokens haven't really re-rated > OR they're on the verge of PMF + tokens at rock bottom price It's a good time to be investing

2026.09.11 11:00

This cycle actually feels pretty simple vs the last one Capital is concentrated like a barbell > Memes & Speculation on the left > Onchain AI, DeFi, RWA, Payments on the right 2 things happen 1. Launchpads & DEXs capture value from trenching activity 2. AI, DeFi, RWA, Payments/Neobanks extend crypto moat outside of CT And you know what the best thing is? 10/10 literally cleansed most teams out of the industry The only ones left are teams that either > they have found PMF + whose tokens haven't really re-rated > OR they're on the verge of PMF + tokens at rock bottom price It's a good time to be investing