1. By the end of 2026, we'll likely have a set of winning tokens and protocols to invest in for the next half-decade. Crypto's "Mag 7" if you will.
2. By the end of 2026, we'll have the biggest washout of 2021-2024 crypto builders, tokens, and protocols. Very much a power law dynamic to occur this year is the thesis.
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Two things that seem very clear to me:
1. By the end of 2026, we'll likely have a set of winning tokens and protocols to invest in for the next half-decade. Crypto's "Mag 7" if you will.
2. By the end of 2026, we'll have the biggest washout of 2021-2024 crypto builders, tokens, and protocols. Very much a power law dynamic to occur this year is the thesis.