There are 37 million tokens in crypto. 99.9% of them are vapourware. There are only a handful of projects (I would estimate <100) that: • Have serious, experienced teams behind them • Are actually bullish on their own token (net buyers vs net sellers) • Have a clear business model/roadmap to sustainable profits • Have found real product-market fit (or have a clear path to finding PMF) • Ship regardless of market conditions • Have a real moat • Are aligned with macro tailwinds/trends (AI, RWA, stablecoins etc.) Your job is to find these protocols amidst the sea of garbage, and bet on them long-term.