There are 37 million tokens in crypto.
99.9% of them are vapourware.
There are only a handful of projects (I would estimate <100) that:
• Have serious, experienced teams behind them
• Are actually bullish on their own token (net buyers vs net sellers)
• Have a clear business model/roadmap to sustainable profits
• Have found real product-market fit (or have a clear path to finding PMF)
• Ship regardless of market conditions
• Have a real moat
• Are aligned with macro tailwinds/trends (AI, RWA, stablecoins etc.)
Your job is to find these protocols amidst the sea of garbage, and bet on them long-term.
Shit
Rodeyo
