There’s one thing I’m truly confident about in crypto. And it shapes how I invest. The funny thing about this industry is that a lot of people you meet are absolutely sure about everything. “Ethereum is better than Solana. It’s going to dominate” “Solana is better than Ethereum. It will crush it long-term.” “Bitcoin is the only thing that matters.” I always find it surprising. I’ve worked full-time in crypto for eight years. I have ~140 colleagues who discuss ideas with me. I regularly talk with top VCs, founders, researchers, and foundations. I know these networks well. And yet, for all of that, I still cannot tell ... (full story)