Mike Dudas
The key is to figure out which “narratives” are real and which are misdirection: - people will a...
220 days agoMike Dudasmdudas
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
Quick Insights

While narratives can shift quickly, as seen with ZK projects, TG bots, and modular blockchains down 90%+, core crypto trends persist. Investors should focus on enduring themes like perpetual futures trading, new token launches and asset tokenization, stablecoin utility for payments and yield, and the demand for non-state money. Prioritize these long-term drivers over fleeting narratives to avoid becoming a "bag holder."

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About Mike Dudas
Mike Dudas

Mike Dudas

By mdudas

crypto investor @6thManVentures // co-founder @theblock__ @linksdao // @moonbirds kol