Guess the project : > Reached 500B MC, everyone called for 1T > Biggest infra in its category > Picks and shovels narrative > Base layer for an infinite number of apps > Used to be very expensive to use Wrong. That’s Cisco during the internet bubble. Then Cisco took 26 years to make a new ATH (not really if you count inflation) even tho it kept building, it was just massively overvalued while internet apps were the ones to print Imo people are making the same mistake again with $ETH, it’s the same story and SOV or ultra sound money won’t save it Be bullish on Apps, not Infra, Fat App Thesis for the win