I don't make bets that increase my volatility.
Those are bad bets in crypto.
But I am curious what the terms of this bet would be.

I am on record many times lecturing about how all inflation allocated to a token should have a goal of bringing more value than it dilutes. CUB and all those other defi protocols allocated exponential yields to random liquidity pools paired to random assets. I spoke often about how unsustainable that is. CUB could have turned out just fine if there had actually been anyone working on it. LEO dev team gets spread out way too thin working on too many projects at once.

Nothing about this cycle looks any different than four years ago. And also this entire topic was a tiny sliver of the original post. This entire conversation is an afterthought. Mainstream adoption is bulldozing it's way into this cycle. Which ones happen to get adopted is irrelevant in this context.