ai has reduced the barriers to shipping companies and products
blockchains now scale, have launched successful startups, and are about to get regulatory clarity with the clarity act
while bitcoin is not early, usable and programmable blockchains like solana and hyperliquid *are*
this stuff barely worked 2.5y ago (I was there)
so, to be bearish crypto from this point on implies that you think there are no market gaps or problems left in payments, trading, finance, commerce, banking, markets, and money
which is an emotional and demonstrably false claim
so, then, if you can survive temporary capital rotations (pretty easy if you're not levered), and have a time horizon of 1-3y at a minimum, then you're in a great spot
trillions