Here are my biggest current convictions in each sector: 👇
AI: $TAO $OLAS
L1 POS: $INJ $NEAR $TARA $AZERO $RUNE $KUJI
L1 POW: $KAS $SMH
PoUW: $QUBIC $DNX
L2 ETH: $ARB $OP $ZKF $MNT $METIS
Layer BTC: $ML $STX $TET $SPACE $SAVM
Gaming: $BEAM $MAGIC
Lending: $RDNT
DEX: $RVF $JOE $SDEX $OTSea
CeDeFi: $FI
Meme: $KIZUNA $DOGI $PEPE
LSD: $SSV $PENDLE $LDO $FXS
Trading tools/bot: $TKST $EMP $UNIBOT
Perp: $GMX $GNS
Interoperability: $ROUTE
Bitcoin narrative: $MUBI $AUCTION $ORDI $BSSB
RWA: $NXRA
Account Abstraction: $CRE $HOLD
And you ?
comment on your beliefs and I will give you my opinion. This is not investment advice, always do your own research.
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