6/
This market is not rewarding everyone.
It’s choosing which narratives deserve a higher multiple.
Most people are still watching candles.
I think the better trade is watching where the market starts paying for a story again.
@coinbase@base@OndoFinance
1/
The market isn’t in a broad rally today.
It’s repricing narratives.
Most people are still asking:
“Which coin pumped?”
“Is altseason back?”
“Which sector is next?”
Wrong questions.
The real question is:
what kind of story is the market willing to pay for again?
5/
My read:
Memes create traffic.
Old alts test risk appetite.
RWA and institutional onchain assets build the longer-term valuation story.
Short term: high beta and attention.
Mid term: real settlement rails, tokenized assets, Base ecosystem, and institutional onchain infra.