That's why I only focus on Bitcoin. Everything else may be a 'speculative software project,' but Bitcoin is a finished monetary policy project—it's a scarce, censorship-resistant asset. Qantas, BHP, and Tesla are all equities, but if you treat a mining company the same as an airline, you're going to miss key risk/reward differences. The same applies here: the difference between a secure settlement network and a governance token for a new DeFi protocol is massive.