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El 99% de ustedes tienen síndrome del objeto brillante
Piensan que se perdieron BTC y ETH y quieren perseguir la próxima gran cosa para su operación de 100x
Así que compran una narrativa
"Pagos rápidos, baratos y globales"
"Blockchain para bancos"
"Mercados de capitales en Internet"
Y así sucesivamente
Estas narrativas son creadas por NPCs que intentan extraer de ustedes
Pero perseguir objetos brillantes es divertido
Solo no lo hagan con todo su capital
Estar cómodo en BTC y ETH es lo mejor
@osceolamo1948 @lex_node
10 ago 2025
This is not to be interpreted literally
OF COURSE there are amazing products creating value beyond BTC and ETH
Exchanges
Custodians
Wallets
Stablecoins
Prediction markets
RWAs
NFTs
Memecoins
Games
Identity
More
But if you actually talk to anyone irl you recognize the tendency we all have to over allocate to shiny objects and under allocate to the only $100T opportunity in crypto: credibly neutral store of value
Also, the high upside opportunity in all the products above was BEFORE these were all shiny objects. Credibly neutral store of value is the only hot narrative to focus on. Outside of that if you see a hot narrative it’s highly likely you are exit liquidity for the NPCs
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