Harmony (ONE) is a token of the project, whose features are high speed, secure sharding, energy efficiency, dynamic entry threshold, scalability of the network infrastructure and maintenance of cross-shard transactions.

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The hallmark of a midwit is coming up with a laundry list of arguments to support their view while missing the one counter-argument that trumps everything. Missing the forest for the trees so to speak.

In crypto, the thing that trumps everything else, is that *users want a fast…

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but can we sustain it? value vs valuation

but can we sustain it.  value vs valuation.

On the one hand, the 2024 tailwinds are extremely compelling - etf inflow and jpow easing.

On the other hand, consensus end-of-year market predictions have been wrong year in year out, without fail. They are plagued by recency bias.

Optimistic. But cautious. Extremely cautious.

ai + us <> crypto + china.

delphi mkts year ahead report is out

themes:

> global macro outlook
> new volatility regime
> btc etf impact
> continued solana op
> eth narrative decay

2023 surprises:

> strength of us economy
> btc as outside money
> injective pamp

futuristic ideas + predictions:

> dexs…

impact > activity. assets > volume.

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