Solana is the most obvious contrarian play in markets i) crypto will continue to grow markets, traders, and consumers will continue to come onchain there is no stopping crypto at this point ii) Solana has proven consistently for the past 4 years that it is a top destination for builders, traders, and consumers iii) It has done this through a combination of unmatched engineering execution, the attracting of world-class product talent, and a maniacal focus on the user it has shown that it can execute in the harshest conditions iv) it has structural advantages that are hard to replicate. a giant global state machine that can actually be censorship resistant and performant translates to concentrated liquidity, great UX, and rapid experimentation v) this has resulted in it being top 1 and 2 in basically all metrics including revenues, volumes, developers, startups, growth rate, etc vi) yet people might discard all of the above because *checks notes* people also launch shitcoins on it (just like all other chains) vii) importantly, Solana does not require that you be bearish another asset look at the history of any tech race, it is *always* pareto distributed to the top 2-4 mobile: ios and android (google, samsung, huawei, apple) pc: windows, mac, linux cloud: aws, gcp, azure, do gaming: ps, xbox, nintendo cars: too many to name ai: chatgpt, gemini, claude mobile carriers, msging apps, social media — always the same story you do not need to believe that Solana will be the only chain, you just need to believe that it will continue to execute, as it always has and that I can guarantee you, we will not be outworked