I think people are underestimating how big the ETH + RWA narrative can actually get.

When trillions of dollars eventually move onchain, infrastructure layer becomes real bet.

That’s why I can’t ignore Ethereum here.

People still talk about Ethereum like it’s 2021.

Meanwhile it’s slowly becoming the settlement layer for stablecoins, tokenized assets, and probably AI economies next.

Feels like the market is sleeping through one of the biggest shifts happening in crypto.

I think people are underestimating how big the ETH + RWA narrative can actually get.

When trillions of dollars eventually move onchain, the infrastructure layer becomes the real bet.

That’s why I can’t ignore Ethereum here.

Everyone wants the next memecoin.

But I’m more interested in the chain institutions, stablecoins, RWAs and AI systems are all quietly building on.

That’s type of narrative that can get very big very fast.

Fingers crossed with me if you want the same.