Допис

I asked @mdudas from 6th Man Ventures for his honest take on the major L1s right now. Here is his breakdown: ETH: No clear narrative. No exposure at 6th Man. Hyperliquid: More like Tether than a competing L1. Solana: Peaked on memecoins. Needs a fresh catalyst. He also shared a framework for identifying which tokens are actually worth holding long-term. Timestamps: 01:23 Why Mike believes Strategy broke its never sell promise and how the market price gap disappeared 05:06 Why ETH cant settle on one story, and why Dudas has zero exposure 10:39 Hyperliquid is DeFis Tether, not a real L1 competitor 13:56 Fidelity on exploring crypto careers and life-changing decisions 15:19 How ETH, SOL, and Hyperliquid actually compete and where they dont 20:13 Why programmatic buybacks outperform discretionary ones, with proof 26:17 Why agentic trading has a future, but agentic payments face Visa and Mastercard A sharp, no-fluff perspective from someone who sees the space daily. Worth the watch if you are positioning for the next cycle.