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![Nick_Researcher Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::331204922.png) Nick Research [@Nick_Researcher](/creator/twitter/Nick_Researcher) on x 6853 followers
Created: 2025-07-15 05:12:25 UTC

I don’t think there’s one right layer to bet on.

Some are overbuilt, others still feel wide open.

But when I break the stack down like this, it gets easier to see where real value might show up and where it probably won’t.

That’s all I’m trying to do here, map the noise.


XXX engagements

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[Post Link](https://x.com/Nick_Researcher/status/1944988401301606496)