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The Bear Case for Risk Assets | 1000x

Empire

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The Future of Cryptocurrency

We haven't talked about altcoins for a while. Now, maybe we're in the first innings of a new bull cycle for alt coins. I tend to think that your Solanas, Neers, and Hokadots are dead on arrival. At this point, you look at DeFi llama. There's no TVL. They're all just sort of like plateauing. Meanwhile, the ecosystem and the two altcoins you just mentioned are which are part of it. Not late, obviously, but arbitrum and optimism. That's the only ecosystem that seems to be flourishing in this bear market. So, is the multi-chain thesis still alive for the next cycle? I

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