Many people look at projects only through K charts, but I prefer to look at GitHub and hackathons. 👨💻
Recently, I paid attention to a developer event hosted by Lorenzo, and to be honest, I was shocked. I thought not many people would come to build such infrastructure projects, but various teams involved in lending, stablecoins, and derivatives all showed up.
Why are developers willing to come? Because there is accumulated capital (TVL), and the development threshold is low (EVM compatible). Developers are an extremely intelligent group; wherever they go, the ecosystem will explode. It’s like the iOS App Store back in the day—first, developers create fun apps, and then users flood in.
This **'developer activity'** is the hardest support for $BANK prices. It is not just air; it is real land where people are actually building houses.
My current logic is very simple: I don't know how to write code, so I invest in projects that can attract programmers. Lorenzo clearly possesses this kind of magnetism. When these applications gradually come to fruition, everyone will be amazed: Wow, it turns out this ecosystem is so large? By then, chasing after it will come at a high cost.
