anyways,
- babylon - fixes alot of btc defi problem w self custody
- cetus - 80% of sui txns + sui btc push
- parti - UA is the end game for multichain + has burn for token
- pengu - luca is goated
- init - issa market beta momentum play to me
- nillion - ask @blknoiz06
believe the assymetric opp right now are in binance listed coins trading at sub 100m val
these are basically the same as onchain tokens but
a) has a larger capital base (funds, etc.)
b) have better fundamentals than new onchain coins (they've been building for longer)
c) has better liquidity
edge:
- they must have no unlocks / dumperoonis
- must be doing something good
high fdv coins were hated, but the products have changed, but the people don't see it - hence the assymetry
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