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I’ve been in this space since 2017.
Seen people get rich off one bet.
Seen more people get wiped off one bet.
So here’s what my conviction portfolio looks like now:
$TAO - Subnets are the S-curve moment for decentralized AI. I’m early, I know it.
$REI - Most slept-on AI infrastructure play in the market right now.
$HYPE - Product quality that speaks for itself.
$ASTER - Privacy Chain + CZ/YZi Labs backing.
$PENGU - The only meme with real revenue behind it. Legit communities ALWAYS WIN.
I don’t bet on one sector winning.
I bet on multiple narratives running and make sure I’m positioned in each.
Diversify the thesis.🫡