

Crypto is going to be the winning market just because everything else is so comparatively cooked. Lending markets are tapped as Ai hyper scalers raise $ for data center build outs. Real Estate is cooked if there is more rate hikes (there will be after mid terms) Anthropic is going to IPO and absolutely cook the market. Ken Griffey and the EA doom cult will be eating but the rest of the market will get a nice liquidity suck to the tune of 1.4T. Gold looks, meh, it hasn’t really been a good inflation hedge. (Rates/ uncertainty went up it went down). Crypto has been absolutely demolished for the last 6 months. Everyone is depressed, but it has shown clear signs that the core crypto business is durable (pump continues its upward growth and rev, Hype token keeps chugging up, FOMO making bank, GMGN making $, Axiom, Robin Hood ect.) Crypto is the only market with clear room to run.

Crypto is tough because not only do you need to study the technology and narrative before investing in a token but you also have to study the founder’s physiognomy. Because you can have a great product like Arkham which everyone uses, but by taking one look at the founder you know that token is 1000% cursed. I don’t even need to see the chart.







