Last run BTC just outperformed almost everything. I caught on pretty quicky and did well out of it but actually have quite high conviction about things like solana. Most of my BTC holdings are actually wrapped on solana. Mainly because I can buy and send small amounts to cold storage for next to nothing.

I’m like 90% BTC but I feel like this is just because I’ve been colored by the last bull run. Does anyone else feel this way. Is the future going to be different. Should I just keep playing the tokenomics game. All these layer 1 smart contact platforms don’t capture value and they inflate. Apps/perps etc do capture value but most inflate more than their value capture.

Thoughts?

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