According to @adriannewman21, many investors apply a Wall Street linear-growth lens instead of a Silicon Valley exponential-growth lens to crypto, yet even when networks scale exponentially, value often fails to accrue to most tokens, raising questions about token necessity, source: @adriannewman21 on X. For trading, this view implies elevated risk for tokens without clear value-accrual links to usage, suggesting position sizing and selection should prioritize assets where demand, fees, or utility directly drive token demand, source: @adriannewman21 on X. The author references a post by @hosseeb to underscore the mindset mismatch, reinforcing the need to separate protocol growth from token accretion when building screens and risk limits, source: @adriannewman21 on X.