Arthur Hayes' New Podcast:
The Next Phase Narrative for Altcoins is 'Fundamental Season', Three Standards for Evaluation
1. Are there real users?
2. Are they paying for the service?
3. Are these revenues and profits being returned to the token holders through the protocol?
Regarding how to configure, he reiterated:
"If you can't sleep at night because of price fluctuations, it means your position is too heavy."