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In 2019 there was a similar fractal, a single entity market sold like 6000BTC on Huobi and caught the pico candle bottom on Coinbase for almost 10k coins and that was all she wrote.
All in a days work.
๐๐จ๐ฐ ๐ญ๐จ ๐ฉ๐จ๐ฌ๐ข๐ญ๐ข๐จ๐ง ๐ฒ๐จ๐ฎ๐ซ๐ฌ๐๐ฅ๐ ๐๐จ๐ซ ๐ญ๐ก๐ ๐ฎ๐ฉ๐๐จ๐ฆ๐ข๐ง๐ ๐๐จ๐๐ฎ๐ฅ๐๐ซ ๐๐ฅ๐จ๐๐ค๐๐ก๐๐ข๐ง ๐๐ฑ๐ฉ๐ฅ๐จ๐ฌ๐ข๐จ๐ง ๐ข๐ง ๐๐ข๐ฏ๐ ๐ฆ๐ข๐ง๐ฎ๐ญ๐๐ฌ:
I have the utmost conviction that building a 'Modular Blockchain Portfolio' is one of the best ways to capitalize on this upcoming bull cycle.
Lets start with the tiered approach at each level in the stack ๐
Settlement Layers:
@ethereum@solana@avax@Injective_@cosmos
Data Availability:
@CelestiaOrg@AvailProject@eigencloud@NEARProtocol
Virtual Machines (VMs):
@movementlabsxyz@cartesiproject@fluentxyz
@TalusFND
@fuel_network@solana@NervosNetwork@dymension
Shared Sequencing:
@EspressoSys@nodekitorg@radius_xyz@AstriaOrg
@MadaraStarknet
Interop:
@AcrossProtocol@squidrouter@wormholecrypto@LayerZero_Labs@ConnextNetwork@PolyhedraZK
zk:
@lagrangedev@union_build@nil_foundation@RiscZero
RaaS:
@gelatonetwork@alt_layer@conduitxyz@Calderaxyz
Now that you know some of the major players in this niche, the easiest thing is to follow them and stay up to date with their announcements and launches.
There are tons of tokenless protocols in here, who after Celestia's killer launch, will be looking to mimic a similar strategy.
I'm extremely bullish on many of these protocols here which fit my modular thesis.
I expect huge retroactive rewards for tokenless protocols, and high upside and valuations as the modular narrative continues to thrive.
Modularism, not maximalism. ๐งฑ
"30% of affiliate fees to trade on our white label bucket shop exchange while we hedge somewhere"
So, I'll take all the risk, reputational damage & maybe someone will sign up?
All while they don't have to risk something upfront?