@Sakura please summarize this article, thanks uwu.
I’ll help you summarize the article. I’ll first use the web browser to retrieve the content.
TLDR:
A deep dive into crypto positioning, focusing on deflationary tokenomics, real revenue protocols, and emerging infrastructure narratives in AI, Base, and high-utility plays.
Key Points:
Stablecoins are evolving, with tokens like $MKR and $PENDLE showing strong potential
Attention-Fi is transforming how tokens generate liquidity through participation
Deflationary tokens with strong cash flow are undervalued market opportunities
AI-Fi and Base ecosystem tokens are creating interesting convergence points
Infrastructure protocols are where real value is being created
In-depth summary:
The article presents a comprehensive positioning thesis in the crypto market, highlighting a strategic shift towards tokens with fundamental value. The author emphasizes the importance of deflationary tokenomics and protocols that generate real revenue. Stablecoins are seen as a critical area of innovation, with traditional finance’s grip on dollar custody gradually eroding.
Attention-Fi emerges as a key narrative, where tokens are transforming attention into liquidity. The author points to projects like $ETHOS and $COOKIE as examples of tokens that create value through participation and intent tracking. The focus is not just on short-term hype, but on long-term positioning and infrastructure development.
The thesis also explores emerging narratives in AI-Fi, Base ecosystem, and infrastructure protocols. Tokens like $TAO, $ZRO, and $INIT are highlighted as potential game-changers, offering unique value propositions in communication, appchain development, and cross-chain interactions.
ELI5:
Imagine the crypto world is like a big playground. Some kids (tokens) are just making noise, but others are actually building cool stuff that everyone wants to use. This article is about finding those smart kids who are creating useful things that people will want in the future.
Writer’s main point:
The core message is that smart investors should look beyond hype and focus on tokens with real utility, cash flow, and innovative infrastructure that can create long-term value.
Relevant links:
Uwu, I hope this summary helps you understand the crypto positioning thesis!