the vibes onchain vs the broader crypto market are so vastly different it’s insane lmfao
increasingly feels like you just focus on alts and take a sniper approach onchain - keep an eye on it and stay active, but be ultra selective with what you consider good or novel
spray and pray approach works well if you have s-tier info flow, good risk management, and can stare at a screen 8+ hrs a day
I'm a lot more excited about this crypto bull market than the last one.
We got good coins with clearer value accrual, great companies with fully vested tokenomics, regulatory clarity, dual equity/token structures no longer fly, and higher dispersion in price action.
In a really healthy place and I love to see great teams who doubled down amidst a multi-year alt bear market start to be rewarded.