Milk Road
@MilkRoad
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@MilkRoadMacro
@MilkRoadAI
Joined December 2021
3.6K Following 100K Followers
Back in Feb, our lead crypto analyst @m0xt_ slept on PENDLE.
It has ran 4x against BTC since.
Here's why he's fine with that...
@m0xt_'s framework comes down to three questions, in this order:
1. Will the business keep growing, and why?
2. How is that business currently priced?
3. What is the market missing?
Every name in his portfolio has to clear all three (PENDLE didn't).
The PENDLE thesis went like this. ๐
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