as blockchains become more intertwined with traditional finance, people will view them for what they simply are, infrastructure. Ethereum lied to itself about being ready for global finance, Solana called BS and out-executed it but neglected value accrual to its own token, then Hyperliquid came along and capitalized on both performance and economics favorable to the L1 token performance alone isn't enough, the winners will be the chains that pair execution with meaningful economic value flowing back to the token