What's done well YTD?
- Tokens w/ ETFs or DATs (BTC, ETH, SOL)
- Crypto stocks (CRCL, GLXY, COIN, IREN, WULF, HOOD)
- US gov't coins (XRP, LINK)
- Companies that are making a ton of money, & giving money back to token holders (HYPE, PUMP, SYRUP, MPL/SKY)

This recent notion that token buybacks are a bad use of capital is misguided.
Token buybacks are by far the best use of capital for protocols, full stop.  Recent discussion against buybacks completely misses the biggest difference between tokens & equities, as I'll explain
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Jeff Dorman

Twitter

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