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quick overview
Stocks: Semis to software exposure, centered on the long term proliferation of AI agents across industries, $NOW $CRM $ADBE $PATH zetachain:native
Bitcoin/altcoins: So far I’ve only deployed my initial DCA into BTC/ETH/SOL. Waiting for a deeper range to accumulate more; if that doesn’t materialize, I’ll trade the market as it is.
Focus rn: long $BIO
Onchain: I’m focused on the DeSci × biotech × peptide narrative, with core focus to names like $PEPTIDE, $FOLD, and $PEPT, while continuing to research others (syna, biollm, spark, lab...) and regularly updating all theses based on evolving momentum and narrative dynamics. I’m also positioning in some utility projects backed by separate investment theses (jigglypuff, bloxx, agbets and takeover).
$PEPTIDE looks like it wants to go from here, and $PEPT likely follows. Both are the sole assets in the @vrilpeptides treasury.