as we go higher a lot of tourist institutional capital will return
HFs, family offices, liquid funds, VCs etc.
many left or got washed out over the last 12 months
they are going to buy the best altcoin stories
i think these do higher multiples than the top onchain winners
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Easiest strategy this bull run is to buy and hold the clear winners now, and accumulate more on dips (ZEC NEAR VVV HYPE etc)
Double down on conviction
Ignore the noisy casino, don’t fall into the trap of chasing the 100x meme coins
Most will lose their shirt trying to do that
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