The Jackson Hole pump reminded me of an old saying from VCs back in 2021/22
“If your coin doesn’t outperform ETH, why bother holding it?”
In After Hour EP.17, I share how I’m positioning in a market where ETH is back as the challenging benchmark
- My theses across DeFi, DeFAI, DeAI, and Agents
- My rotation strategy in this full risk-on environment
- Where I see the lowest hanging fruit right now
[Link in bio]

The After Hour EP.16 is here
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In this episode, I’m sharing my portfolio strategy, my highest conviction bets and the theses behind them
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- ETH as the core
- DeFAI as the leading fundamental + narrative play
- DeAI → ████
- Consumer AI → ████
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Plus: how I approach  x.com/Defi0xJeff/sta…

0xJeff

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Nemo Protocol, a DeFi project on the Sui ecosystem, fell victim to a serious attack, causing an estimated loss of 2.4 million USDC. All of the project's smart contracts were immediately...

Sui Nemo DeFi Project Hacked, Loss of $2.4 Million

According to Tokenomist, large single unlocks (greater than $5 million USD) in the next 7 days include APT, S, CONX, STRK, BANANA, IO, BB, MOVE, PEAQ, etc.; large linear unlocks (greater than $1 million USD per day) in the next 7 days include SOL, WLD, TIA, DOGE, TAO, AVAX, SUI, DOT, IP, MORPHO, ETHFI, JTO, NEAR, etc., with a total unlocked value of over $513 million.

Large amount of token unlocked this week

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