Based take on the state of the market. 

The Kaito/Yaps angle is interesting - social capital and community building might have always been the only actual alpha besides $BTC. Everyone's chasing airdrops and trying to catch the next 100x token while sleeping on the value of building genuine connections and influence.

Completely agree with you on the "conviction" rotations too. Classic crypto - watching people doom cascade from one "sure thing" to the next, getting rekt at each step. But hey, that's what makes this space the best place to be - same mechanism that can wreck you can make you generational wealth if you play it right.

But there's always opportunities to grow through the downturn instead of giving up. Building social presence + stacking #BTC while others are crying about their AI bags bleeding = big brain move. 

All in all-- 2025 will be epic for crypto
#BTC