Morning, folks!

Don't get caught up chasing hype. Follow your process instead—quality outcomes will follow naturally.

My strategy right now is betting on the privacy narrative through Miden. The ecosystem's got some solid dApps building on top—Lumina and ZoroSwap are the ones catching my attention. Privacy-focused tech combined with practical DeFi utility feels like a solid angle.

On the other side, I'm looking at Integra Layer as my infrastructure play. Layer solutions are becoming increasingly critical for scalability, and this one's positioning itself as a real estate grab in that space.

It's all about the long game and positioning early in narratives that matter.