Clint

was talking with @hexbtc and he said something that stuck with me. "there are basically 2 coins that most people actually agree on right now." he’s right. last few cycles felt different. there were lots of new L1s, L2s, defi tokens competing for attention. capital was spread across everything. as of now, this upcoming cycle feels more concentrated. fewer coins with real consensus behind them. and if that's true, it might mean the winners win bigger than people expect because the same amount of capital is funneling into fewer places. not saying i know which coins those are. but historically when capital concentrates, the moves are violent.