Random thoughts on the state of crypto: #3

• SOL/BTC flippening can happen, but Kraken flipping Coinbase would be fun as it gears up for IPO

• Kraken's Ink is more likely to have a token than Base. $INK could be a MASSIVE airdrop worth pursuing.

• Yield on BTC is the killer use case for Bitcoin L2/sidechain

• And Ethereum is the leading Bitcoin sidechain

• Profitable trading is tough this cycle, but launching a profitable token is easier. Is it worth the price?

• Remember $MUBI, $UNIBOT, $SAVM? The market soon won't remember your current altcoin bags, too

• Identifying undervalued tokens based on fundamentals remains profitable.

• Ethereum recent focus on scaling L1, making L2s pay, and restructuring EF is bullish.... but likely late for this cycle. ETH is good buying opportunity during the bear run.

• Saylor's convertible debt pumps BTC. Now, @eth_strategy and @ethstrateg are applying it onchain for ETH to help it pump. @FartStrategy is doing the same for FARTCOIN.

• If onchain Microstrategies succeed, more communities will follow, sparking an altcoin bubble and marking the cycle's top with a leverage collapse.

• The 2017/18 bull cycle ended due to regulatory crackdowns on ICOs in China, Korea, and by the SEC. With new US leadership, this is reversing, so I'm bullish on quality altcoins.

• ERC-404 'NFT & token in 1' narrative deserves another chance

• Gut feeling says Farcaster is close to launching token. They introduced Snapchain, a data layer for syncing social network apps, supporting 10k+ TPS. Raised $150M+ at a $1B valuation.

• Restaking narrative revival is tested with @symbioticfi mainnet and @Karak_Network $KAR launch. Few care due to lack of real use cases and economic security lacks appeal.

Those are just my current thoughts and I might be totally wrong.

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