Looking back over the past 10 years, the market’s enduring return-to-value trajectory has always centered on the top two, and that has never changed. I don’t think this path will change over the next 10 years either. It’s an inevitable, unshakable underlying logic, and all frenzied fluctuations take it as their point of reference. Don’t touch altcoins—not even the best ones. Stories are easy to make up, but value is the eternal theme. Any arrogant view that strays from this foundation will be a house of cards. When faced with gains of 10 times or more, there will always be learned pundits arguing their case—what you might call Monday-morning quarterbacking. $SOL
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