Two truths can coexist - There is no alpha because many projects that has been existing for so long (2 - 4 years) are already late or are no longer an alpha - They are actually alphas that has tendency of contributing to "we are so back momentum" Right now, no much alphas, but there are alphas that are already late or seems gba, but might change to full blown cook because the green market is making its return They will want to stay long enough to attract attention to get more funds at forthcoming greens. The question is , how do we position and not chop dust?
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