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Convinced the biggest winners of crypto in the next few years will be:
- Extremely boring to Gen Z/Trenchers/Memecoiners
- Useful
- AI related
- Infra that solves physical/digital world bottlenecks (there is one already that has a great use case but will take time to play out)
I also think most won't even market themselves as crypto and will only use it for technical reasons
Most won't launch tokens but will IPO and be tradable onchain through things like Bulk, Hyperliquid, etc