It seems so easy to figure out how your counterparties think now.
- I want exposure in zk tech I think it’s the future
- Zec ran too much I’m too late no gains there
- let’s fire in zk beta that hasn’t pumped
Truth is zk beta isn’t really exposure to the tech at all. There’s literally zero new users on stark or zksync or even stuff like Mina and scroll. Block space is clearly not increasing in value on any of those chains it’s just capital rotation and asset prices going up when the main runner hits the high mark.
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