This is really important to talk about When you’ve been in a bear market for many months, you’re conditioned to fade stuff that’s new, especially at 8, let alone 9 figure mcap When you’re at the absolute earliest phase of a bull market, if you identify a super successful project, 100m is actually dirtass cheap. I didn’t buy pons til ~100m mcap (and top blasted zcat at 20, then 30m), but did so once they cemented themselves as hitting escape velocity, because projects like these go multi-billion (sometimes 10B plus). Result? Up something like 5x on both within two weeks, while majors stall. And right now, it’s still super early - Infact, so early, there’s a near-majority of people on ct that claim we’re still actually in a bear market. If you caught stuff early, you might not think so, but that’s not the experience of the majority. Winners average winners. Being checked in all bear is agonizing, but it gives you the context to crush asset selection. This is what separates you being up 3-5x (or more) on “larger” stuff right now, from someone grumpily posting a chart of TOTAL3 and or OTHERS (ie broad swath of alts), and saying “nothing had moved! we’re in a bear!” Size good, proven stuff, and patience season. The bag stays on. Because doug funnie said so, Diaperliquid.