Wealth inequality is colliding with the demographic certainty of forced wealth redistribution within the next decade.
This means all risk assets will migrate on chain out of necessity.
CT is both Wall St. & Cafe Central
A CEO who is 5% better is worth 10x the salary because of leverage and winner take all phenomena.
The same is true for memes. If your memetics (your CEO) are even slightly better than your competition -- your mcap will be exponentially higher.
Which coin has the best memetics?
Memecoins are infinitely more interesting than utility coins. I like hyperliquid, but investigating it made me (re)realize many things about memecoins.
1. Community cannot form around utility coins
Because there is nothing to talk about except for revenue, price, fees, TVL --…
Some wandering thoughts of how 1 hype = $1200 in 2029
-- Perpetual Marketshare --
1. Hyperliquid has <6% of global perps marketshare at the moment.
2. Competition from copycats will come and compress take rates aggressively harming profitability for all.
3. The fee…
pretty high degree of confidence that in nov-jan we see a brutal sell off and the top sellers are super loud and then we just keep stair stepping up the parabola until late 2026 because crypto ppl think of "the cycles" in pretty silly ways.
There are only a few things that have outperformed btc cycle peak to cycle peak, and cycle tough to trough.
1. Dogecoin
2. Perps volume
spx6900 x hyperliquid barbell express these phenomena perfectly.
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