to add to this, nothing rly happened this cycle, everything can be summarized in 1 tweet:
-1st usable perp dex that doesnt make me want to blow my brains out (hyperliquid)
-fixed rates find pmf (pendle)
-funding rate arbs work, semi-innovative bc its offchain/bd work (ethena)
memes dont rly count, worthless tokens have always been traded in prior cycles
new tooling like maestro bonkbot etc is great but cant speculate on that, all profits go back to team so again nothing to talk about there
past cycles posting good info meant being able to meet other good traders, now have to wade thru literal garbage to find ppl, RR diminishing
doesnt help that kaito and the twitter algo reward ai slop, CT was driven to a virtuous cycle of slop on slop
ideally some proof of humanity stuff can work, will see how this plays out, would be nice to not have clankers in 8 out of 10 interactions on here
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