8 Comments

Good thread, I have same thought on several positions

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Great lecture !

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awesome thread!

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Great writeup Viktor! Very interested to see the thesis on your asymmetric bets. Only one I am familiar with is Angle, so will be good exposure to some new projects.

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Appreciate your insight & framework on portfolio allocation.

Nice to see some of the coins I'm holding are same.

I haven't bought memecoins before as crazy as that sounds, but thinking about allocating a small % after seeing what happened last bull cycle.

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very nice

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high quality stuff! thanks Victor.

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Thanks for sharing your thesis. I hold many of the same tokens. I’d be interested to know why you think $LDO will accrue value?

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