Investment Thesis: Navigating the Crypto Market
This investment thesis outlines a strategic approach to the upcoming crypto bull run anticipated between Q1/Q2 2024 and Q3/Q4 2025. It emphasizes key themes such as Gaming, Wallets, DEXs, launchpads, and potential unforeseen narratives. The primary strategy is to acquire and hold undervalued assets within these themes, divided into three categories based on risk tolerance. […]
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