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Web3 Fa'ee
$ZEC is privacy + momentum. After a vertical run it is a crowded trade, not a cheap hedge. Respect both the trend and the wipeout.
$DOGE is pure liquidity and social volume. Useful as meme-beta, poor as a thesis.
$LINK is oracle infra priced like a risk asset.
Real usage will not bid it if DeFi volume and $ETH beta roll over.
They only correlate in one way markets.
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