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x.com/i/article/20716055394953…
· 11K Views
@Okada_DeFi0x capital is clearly rotating toward fundamentals and revenue driven protocols and in this environment only projects with real usage and sustainable cash flow are likely to outperform narrative driven beta plays
@Okada_DeFi0x This is a very capital-rotation-driven thesis and it aligns with how mature cycles tend to behave, where narrative alone stops being enough and the market starts pricing sustainability