The meta is shifting — from fair launch meta to attention capital market meta The market is now rewarding - Medium float, medium FDV, product-ready teams - 12-24 months of quiet iteration pre-TGE - Accelerate with attention + alignment with the new InfoFi, the ACM Kaito’s Theoriq vs Cookie’s Almanak is the first real battle in this new meta I break down the shift in the trend and where I'm betting in the latest short article "The Shift" (Link to the article in bio)