NUGGETS OF ALPHA
If you are chasing the pump, then you are doing what the pumpers want you to do
Five chains from 30,000 control over 80% of the crypto adoption right now
The DePin players laying the infrastructure are moving to the Solana Network
The further you go out the risk curve, the higher the probability that you could lose everything
A very exciting time is ahead of us, but we need to be positioned correctly. We will cover the five things you should be doing and those you should not do over this cycle…there is a lifetime of learning in this IA Newsletter!
I do not believe 400 million people own crypto assets, but I plugged 5% in the model for a prudence assumption.
We are very early, given that only 0.22% of the total assets on Earth are in crypto.
This year's most exciting development was the approval of BTC by the biggest money runners on earth, making it the eleventh asset class.
You must focus on what will be hot in terms of "the narrative," as some people call it. Follow where the developers are going, follow the money, and where the users are going to identify “the narrative.” Make sure your investment has a clear competitive advantage coupled with innovation. Focusing on this in your asset position simplifies the game tremendously! It is not by chance that I have highly concentrated positions in
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