Faded | Clipur.com@youfadedwealth
My next bets 🔮
> Clipping
> Streaming
> Consumer Crypto
> Privacy (as an alternative narrative, not as a practice, people are too lazy)
I think @LucaNetz is/was 100% spot on with @AbstractChain thesis; it was just too early (changing soon tho)
With $PENGU, @wallstreetbets support, @PudgyAsia and more, they arguably have the strongest foundation for this in the next bull run
People (myself included) have been critics of their current onchain metrics but its competitive with @monad while raising maybe 1% and mainly being community backed
@Pumpfun is/was early to this too, but operates with way too much recklessness, or atleast perceivable recklessness
I know and have spoken to the team there, from the outside looking in, it might appear that they’re promoting creators like @ChudTheBuilder or Joker or Trevv or other forms of extreme content and degeneracy, but they’re not and have extremely high morales despite what the public thinks
If they continue to go for the ICM/YC edgy alternative route, this all changes overtime
@Solana will always be dominant for consumer crypto, I credit this to @JupiterExchange @phantom @MeteoraAG @Raydium and now they’re going for the @perps markets too
The dark horses for consumer crypto is @monad with apps like @kizzymobile and @megaeth with apps like @Euphoria_fi
Both ecosystems should heavily invest in using these products to define and expand the existing market as opposed to going for Solana sloppy seconds
$ZEC as a privacy narrative is going to win off of social consensus (Ansem and Solana Foundation)
$XMR wins off of practicality (this is what most scammers are already using)
