My crypto investing framework has 3 buckets. Religion, Fundamentals, Narrative 1) Religion - Coins that are bid bc ppl believe - BTC, ETH, ZEC - You are buying conviction. Figure out what will become a religion before it does 2) Fundamentals - real demand, real revenue, buybacks - $EDGE, $DRV, $SYRUP, $ETHERFI, $VVV, $PLUME, etc... - buy before ppl realize what's going on. Once it's obvious the move is mostly done 3) Narrative - hardest Bucket. highest R/R - Investors are forward looking and want to buy what's next - Narratives are either long or short term and you really need to know which is which. Long Term: - multi year themes that get re-bid every cycle - quantum, privacy, AI - you get multiple shots. $PRL, $QNT, $TAO earlier Short Term: - Day: Meme goes live, bid for hours, then gone - Weeks: something catches CT attention, everyone piles in 5-10 days, then poof. Memes paired w/ stocks is a recent example - Month: a mini cycle. Eg. RH eco gaining momentum lead to $PONS, $Cashcat, etc.. Narratives expire and there is always a new narrative. So you have to learn to TP. Narrative coins that survive make it to fundamental section -- There is only one coin that is all 3: - the cult of jeff - best fundamentals - the future of finance

In case you didn't know, you can trade cbZEC on @DefinitiveFi You can literally sell ANY (meme) coin from ANY chain (solana, robinhod, etc..) into cbZEC on Definitive! You can even fire off a 1 month DCA and ZODL s/o @base