fish(@cryptofishx):It’s clear that CT is dividing into two factions: - Loud, narrative and attention-driven traders - Fundamentals-driven investors, either solo or at a fund The alpha is in listening to the research-driven group. They do their homework and let their research guide them to contrarian bets on forgotten coins with upcoming tailwinds and improved fundamentals. They also don’t suffer from supply overhang, because founders and VCs unlocked long ago and mostly cashed out. ZEC and NEAR are the most obvious recent examples. There will be more.

2026.11.10 09:35

It’s clear that CT is dividing into two factions: - Loud, narrative and attention-driven traders - Fundamentals-driven investors, either solo or at a fund The alpha is in listening to the research-driven group. They do their homework and let their research guide them to contrarian bets on forgotten coins with upcoming tailwinds and improved fundamentals. They also don’t suffer from supply overhang, because founders and VCs unlocked long ago and mostly cashed out. ZEC and NEAR are the most obvious recent examples. There will be more.