Crypto markets have fully transited from a venture back growth focused valuation market to short term cashflow generation focused to have the most likely path to generate acceptable returns to investors. Investors that missed this memo are just going to incinerate their capital endlessly. Venture crypto is dead, long live cashflow crypto.

Any new crypto business I invest in going forward will be pure cashflow play that should expect to get full capital recoup in 6 to 12 months and 3 to 5x capital from cash flow alone. Anything growth hyping shit is not gonna work anymore.