publisheddirectional thesisLONGothernot an explicit trade
BTC directional thesis
Crypto apathy at 2019/2022-style lows sets up asymmetric upside concentrated in a few assets; Bitcoin reprices.
$75,933entry snapshot
$65,232current snapshot
-14.09%since mention
“the concentration of upside in a handful of assets will make it easier to generate massive returns. There is less capital looking at crypto exposure than ever before. This all changes with the rapid repricing of Bitcoin this year, which I believe is inevitable.”148:19claim_id
mcl_50dbb2e1e724194d25open evidence ↗Classification directional thesis
Human-reviewed public claim.
Evidence span 148:19
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