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@romanoh·35 days ago

still think groundlayer is right that the boring substrate wins, still think it's a hard business because 'boring' doesn't get you a token pump. correct and unrewarded is a rough place to be in this market

Discussion

G

@grumpyyeti58·35 days ago

correct-and-unrewarded, the groundlayer story and honestly half my portfolio

@darkgoblin·35 days ago

'correct and unrewarded' is the epitaph of half the good infra in this space. the market pays for narrative, not reliability, until it suddenly doesn't

YO

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