treating summer as preseason for my asset allocations

believe that bitcoin is not printing a complacency shoulder here, so will eventually trend into price discovery & new all time highs by end of year

depending on how long the current consolidation takes this summer is how long you have to build your portfolio before this happens

no matter how terrible the sentiment around the altcoin market is, im confident that there will be some coins that print insane multiples from here, especially when Bitcoin is otw to trading at $500k / $10T market cap which is a 5x from current prices

so now is time to build conviction on alts that are ~70%+ off their highs before we are in easy mode again

highest conviction allocations for me currently in order:

• Hyperliquid $HYPE

• Bitcoin $BTC

• https://t.co/9NroocRkHG $GRASS

highest conviction trends:

• necessity for large amounts of wealth to escape existing monetary system through non-sovereign assets resistant to govt intervention

• hypergambling across all different market segments as average person is priced out of white picket fence American dream due to gap in wages

• innovative online entertainment becoming much more popular & getting a lot more attention, creator <-> fan relationships skyrocketing in value

• AI disrupting several industries & people's data + how to access it becoming increasingly more important for models