The assets I hold are basically native crypto-layer settlement assets.
I’m not investing in a particular short-term narrative, nor in how many users a given app has today.
I’m investing in something more fundamental: will the crypto market’s overall size keep expanding?
If stablecoins continue to grow, if RWA continues to be tokenized and put on-chain, if DeFi continues to develop, and if institutions keep entering the space—then in the future, we may even see large numbers of AI agents conducting trades, making payments, and settling on-chain.
In that case, the bigger the on-chain economic activity becomes, the greater the demand for underlying settlement networks. As demand grows, the corresponding value increases.
In practice, I also want to see whether, if the stablecoin market reaches tens of trillions of dollars, my assets will experience a dramatic leap—under a certain protocol—from the hundreds of millions or tens of billions to the tens of billions or even hundreds of billions of dollars.
Just like the early internet: after the dot-com bubble burst, a new generation of large-scale applications emerged.
Crypto assets will be the same.
$BTC $UNI $ARB #btc #uni #arb
I’m not investing in a particular short-term narrative, nor in how many users a given app has today.
I’m investing in something more fundamental: will the crypto market’s overall size keep expanding?
If stablecoins continue to grow, if RWA continues to be tokenized and put on-chain, if DeFi continues to develop, and if institutions keep entering the space—then in the future, we may even see large numbers of AI agents conducting trades, making payments, and settling on-chain.
In that case, the bigger the on-chain economic activity becomes, the greater the demand for underlying settlement networks. As demand grows, the corresponding value increases.
In practice, I also want to see whether, if the stablecoin market reaches tens of trillions of dollars, my assets will experience a dramatic leap—under a certain protocol—from the hundreds of millions or tens of billions to the tens of billions or even hundreds of billions of dollars.
Just like the early internet: after the dot-com bubble burst, a new generation of large-scale applications emerged.
Crypto assets will be the same.
$BTC $UNI $ARB #btc #uni #arb
