KoolKrypto(@koolkrypto223):This portfolio construction looks awfully familiar 🤨 @citrini is a certified ball knower, very impressed he has ethereum:0xb1d1eae60eea9525032a6dcb4c1ce336a1de71be at the #1 spot Pretty clear what the winning bets are in crypto now. If you look forward 6-12 months and your TAM isn't expanding several multiples from agentic trading and on chain RWAs/tokenization, you're just not that interesting of a bet to take when those are so clearly the upcoming catalysts. Your biggest risk as a crypto allocator right now isn't quantum, it's the opportunity cost of being stuck in stale and outdated tokens that generate no revenue and garner no institutional bid.

2026.10.08 17:19

This portfolio construction looks awfully familiar 🤨 @citrini is a certified ball knower, very impressed he has ethereum:0xb1d1eae60eea9525032a6dcb4c1ce336a1de71be at the #1# spot Pretty clear what the winning bets are in crypto now. If you look forward 6-12 months and your TAM isn't expanding several multiples from agentic trading and on chain RWAs/tokenization, you're just not that interesting of a bet to take when those are so clearly the upcoming catalysts. Your biggest risk as a crypto allocator right now isn't quantum, it's the opportunity cost of being stuck in stale and outdated tokens that generate no revenue and garner no institutional bid.