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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