Crypto experimented with tens of narratives but times have changed:
End of pray-and-spray into a wide range of alts hoping for a quick 100x.
Instead, double down on leading sectors, go into depth vs. breadth.
This can save alts when many have already buried an alt season: we printed MILLIONS of tokens, thus attention and money inflows into each asset are diluted to an extreme degree.
Thus investing in depth refocuses our attention/money flows into few assets with PMF, revenue, and growth potential.
Save the alts!

MapleLeafCap
@MapleLeafCap
12-11
Crypto:
- overestimated on its breadth but underestimated on its depth, and...
- maturing into a subsector of fintech, therefore
- diversification makes no sense. Double down on winners @ cyclical trough
- primed for sizing into secular winners (especially equity / stocks) given
save the alt plz
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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