. @0xMert_ has a simple framework for crypto’s endgame: YouTube took content online Shopify took retail online Netflix took streaming online @Solana? - It’s taking markets online He sees two dominant verticals emerging: Store of value: where Bitcoin & @Zcash thrive Internet capital markets: where Solana leads, and @HyperliquidX is an emerging contender It’s not winner-take-all - but as in every industry, the top 2-3 players will own 80-90% of value. He's betting Solana is one. And he's open-minded (if cautious) on Hyperliquid. @heliuslabs