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LBO
@lbolord
new venture capital @MetaDAOProject
加入 March 2024
1.2K 正在關注    3.6K 粉絲
skate to where the puck is going it’s pretty clear by now Robinhood chain is the new shiny thing. but you’re no longer early buying the next launchpad or the next memestock. attention is already there. doesn’t mean they can’t go up. but the r/r is better elsewhere so where’s the puck going next? there are a few good utility/tech coins trading at low market caps. attention is clearly not there right now. that spot seems like a better r/r to me. good founders building good products in the new shiny chain that you can buy at low market caps because attention is elsewhere right now. probability that flows move to utility coins in rh chain is higher than the market thinks. I’d argue this rotation is already starting. see last 7d performance of utility coins vs non-utility coins
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