Austin Barack
@AustinBarack
CIO @RockawayX Liquid. Fundamentals driven, directional long/short fund. Previously Founder & Managing Partner @RelayerCapital, Partner @CoinFund. nfa/dyor
参加 February 2017
4.8K フォロー中 25K ファン
This is the first time in a while I think you can put together a portfolio of tokens that
1) All have real product market fit that is also durable and not based on price driven positive reflexivity
2) All have 3-5x upside in the next 12 months
3) Have strong floor valuations based on the durable fundamentals but also catalyst paths that could unlock 10x+ upside in the medium term
Better time than ever to lean in and run a concentrated high conviction portfolio
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