#stocksarethenewalts

Crypto Alts are increasingly looking at fundamentals and income $HYPE $SYRUP $AAVE

Tradfi's trading in cryptocurrencies is more focused on sentiment and narrative

This was clearly felt with $CRCL recently

Funds with clear themes in Tradfi are truly speculative

After lunch, I felt from the trading volume and data that $Guotai Junan International is a sentiment-driven trade

So let's not look at fundamentals

Chased a stock +47%

Waiting for funds to rotate back to Crypto for a big speculative play