Three crypto growth narratives I'm tracking that have nothing to do with memecoins. 1. The Great Re-pricing of Digital Brands. The NFT narrative has shifted. The 2021 obsession with "utility" is dead. Now, projects like @pudgypenguins, Doodles + Azuki are being valued as collectible brands. The market is learning to price cultural relevance. $PENGU will be the top 2 biggest memes this cycle 2. The Industrialization of Yield. Protocols like Hyperlend are offering 18%+ APY on stablecoins. This isn't just yield, it's a customer acquisition cost for farming their airdrop AND $HYPE's second airdrop. DeFi summer 2.0?? 3. The TradFi-ification of Bitcoin. BTC is starting to behave like a Mag7 stock. It's becoming an "uponly" power-law asset with perpetual inflows from TradFi. The boom-bust cycles are smoothing out as it becomes a permanent fixture in institutional portfolios. Also for younger generation, this is a great alternative to home ownership