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KoolKrypto
@koolkrypto223
Top 100 All Time Hyperliquid PNL. He/Him I run a fund, views are my own. Not obligated to post when I buy or sell any token I discuss. Not financial advice.
가입 October 2025
900 팔로잉 중    16.8K 팬
I've been trying to emphasize this for a while now. We've just been beta testing and PvP'ing our way to having on chain businesses that are actually investable and demonstrably superior to TradFi alternatives, and the sidelined TradFi money is finally starting to form conclusions on the real tokens worth a punt. TradFi career risk has materially shifted from those who invested in crypto too early to those who don't have a 6-12 month outlook on tokenization, stablecoins, etc. Nobody wants to be caught flat footed. Guys who laughed me out of the building two years ago are hitting me back up and showing a genuine desire to understand the space. You'd be shocked at some of the tickers these guys are dropping. The conversation has shifted from "Why should I invest in this industry", To "What should I invest into in this industry" But they want to bet on clear winners. Expect dispersion to get worse; the name of the game is to identify what the crypto Mag7 will be. Resist the temptation to get too creative in the trenches. It's a pretty good time to be one of a thousand Buzz Lightyear.
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Seeing Citrini cover LIT DRV and even VAR on Breaking the Wall today feels like a turning point. The signal is that traditional investors are finally starting to value DeFi protocols as revenue-generating businesses. Not memes. Not ponzis. Not even stores of value. Real revenue, real growth, real businesses. My bet is that the marginal buyer of crypto this cycle won't be another crypto native. It'll be the traditional equities investor.
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