Miyamoto@iruletrenches
I’m seeing a lot of drama and heated competition between @virtuals_io and @bankrbot , but all I see is hunger from both teams to attract the best founders and strongest projects to their launchpads.
In my view, that’s extremely bullish. Competition breeds more success and opportunities.
The last time @virtuals_io gave us multiple nine-figure runners was when @clanker_world showed up and competition became intense.
So yes, I think it’s bullish, and I think you should stay launchpad-agnostic and look for the best opportunities wherever they emerge.
I’ll be watching both the Virtuals trenches and the Bankr trenches for the strongest projects.
Also, don’t forget: in reality, only a small handful of truly top-tier projects will ever go to nine figures or even 10 figures. When you find those, double down.
Right now, my bets are on $LFI and $Surplus, and I’ll keep looking for others. If I develop extremely high conviction in another one, I’ll share it along with my thesis.
I think $LFI and $Surplus have some of the strongest founders, established teams, and execution timelines, while operating in markets far larger than crypto itself.
That’s why I think they have the potential to reach multi 9fig and even 1B+ market caps.