Based purely on sentiment alone at EthCC this week and DAS last week, I’m starting to get very bullish again.


Two completely different worlds colliding right now — realist & pragmatic entrepreneurs rising in the native crowd, while large capital allocators are looking for beaten up, fundamentally strong cryptoassets.
Very unique circumstances right now which will likely drive major flows to the right names.
Our job is to find them & have the courage to be a fundamentally strong investor during very pessimistic times.
Almost time to floor it.
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