Every bull run delivers the same script, same result builders flock to Ethereum standards, liquidity consolidates, rivals fork repos but never capture the moat Ethereum is the settlement layer L2s scale it, appchains envy it, $SOL wishes It was $ETH It is $ETH It forever will be $ETH HODL the standard, stack the sats of the future another episode now for @DaoChemist lets dig few kaito project here @falconfinance is yield plumbing. turn idle crypto into productive stable liquidity without liquidation eth native, ce defi edge, boring in the way money likes @WalrusProtocol is infra infra. cheap, programmable storage for ai, defi, and apps not flashy, but nothing scales without data availability @ferra_protocol is liquidity rails for sui. multi engine amm, launch mechanics, backbone for builders shipping there alpha isn’t picking one narrative its spotting where infrastructure quietly becomes unavoidable agree ???