Here's something I've noticed over the years — if you really believe a chain's about to run, you don't just sit on the L1. You want the layers built on top of it.
Think of it like real estate. You don't just bet on the city growing. You buy the shops, the cafes, the infrastructure that actually serves people once they show up.
Right now? Stuff like Arc and Robinhood's chain plays are still way too cheap for what they could become. They're sitting there, undervalued, waiting for that breakout moment.
That's where the real leverage is. Not in the base layer everyone's already talking about — but in the stuff being built on top that nobody's pricing in yet.
The big opportunities are still out there. You just gotta know where to look.
Think of it like real estate. You don't just bet on the city growing. You buy the shops, the cafes, the infrastructure that actually serves people once they show up.
Right now? Stuff like Arc and Robinhood's chain plays are still way too cheap for what they could become. They're sitting there, undervalued, waiting for that breakout moment.
That's where the real leverage is. Not in the base layer everyone's already talking about — but in the stuff being built on top that nobody's pricing in yet.
The big opportunities are still out there. You just gotta know where to look.