Core thesis: Ethereum becomes THE public infrastructure for global digital assets. Not just DeFi playground, but the settlement layer everything runs on.
Full breakdown in my @ethconf talk. This isn't hopium, it's structural demand modeling.
If you're not positioned for institutional capital flows into on-chain rails, you're missing the entire cycle thesis.
What actually matters: • Deep liquidity (no slippage nightmares) • Security that doesn't rug you • Execution speed when milliseconds = profit • Full stack: staking, launchpads, futures, earn
But here's the thing—features mean nothing if the platform can't be trusted.
Longed $BTC at 63k for a quick swing. Didn't exit at 65.5k like I should've. Watched all the profit evaporate. Classic degen mistake—greed kills gains. Take profits when they're there, or the market will take them back.