Track your crypto + equity bags in one place ☝🏼 ...And here are my crypto and equity bags 💰 + 16.1% $BTC + 11.9% $HOOD + 11.3% $NVDA + 8.3% $FIGR + 7.3% $NU + 6.7% $COIN + 6.4% $HYPE + 4.5% $TMSC + 4.5% $DDOG Returns in Last 1 Year 📈 +20.5% (+6% relative to SPY +14%) Thesis: - I love fintechs like Coinbase, Robinhood, Figure, Hyperliquid that benefit from tokenization, stablecoins and trading moving onchain. I believe value accrues to winners that have distribution. - Strongly thinking about putting 20% of networth into $HOOD given winner of prediction markets, tokenized equities, increasing equity trading with OpenAI, SpaceX, Anthropic IPOs. - I love businesses that benefit from shortages of CPUs / GPUs and just bought a basket of CPUs (kudos @earlvlee ) via Artemis themes as 10% of my portfolio..