$btc 70K 🔥 congrats for holding. What's next and which narrative to focus on? Data going back 1928. Outperformance is expected. $100K+ btc is most likely as it's correlated. Adding to the fire, funds are massively sidelined. Max fuckery 😂 Don't fight the markets. The obvious narrative for this cycle in no particular order are: → AI → AI X memes → AI X defi → Memes → RWA Everything else is a waste of time. → Defi without AI is shit. AI agents will be doing most of the transactions. → Utility tokens if profitable, are subjected to Tradfi matrix 💀 → Utility tokens risk & need: Increasing revenue Project deliverables Founder presence Onboarding users Seed / VC dumping on you On top of that, most founders are fking LARPS. Unless you do meetings with them, connect with them intellectually, you're screwed. I remember a call I had with the next " $tao " FKing larp, my project can do more subnets 💀 Of course there will be little pockets of outperformance, but the odds are shit. Thanks for hearing my TED talk.