Shared this in my June 9th portfolio update newsletter
Tbh I kinda felt like I was a bit out-of-it in terms of having my finger on the pulse of the crypto space for the last year or so, maybe because I haven't been in the trenches much at all, and have spent a lot more time AFK.
But it turns out, picking some conviction bets and sitting on them for a long while can have incredible results
Still holding REKT and BANKR fwiw, they remain longer term conviction bets as well, but it's nice to see the run continue for ZEC/HYPE/VVV/NEAR and now PHA and PEAQ too.
Privacy and AI coins, it appears it wasn't rocket science after all