focus on 3-5 bets this cycle apart from mains (ETH, BTC and SOL)
invest into teams you know are good, meaning:
- proven record they can execute quickly
- have an edge they can summarise in a sentence
- can access a larger TAM than the current one
for eg ethena and aave can access tradfi due to compliant setups, pump can expand to normie consumers due to streaming
- their biz model scales with bull market
for eg ethena’s funding rate goes up with the bull, attracting more flows
hype grows as bull market spurs more trading activity
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