Just realized something about $SOL infra plays this cycle. First cycle? Too early, nobody cared. Second cycle? Token unlocks killed everything. But now? We actually have solid core protocols that matter to the ecosystem.

Think about it — when retail and institutions both pile into Solana, these infra protocols actually capture real value now. They're not just speculative anymore, they're essential plumbing. Pretty interesting setup honestly. First time infra might actually rip alongside $SOL instead of getting left behind.