crypto

Been thinking about crypto portfolio construction, and some questions

What do y'all think?

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Should I have more of the portfolio in specific apps (vs. layer 1s)?

Positive argument: if I’m right, they will go up way more than infra
Negative: if I’m wrong, then the leading use cases that I’m investing in aren’t useful, then the infra themselves are also less useful

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So, in the upside case, it would be better owning more apps
In the downside case, it doesn’t matter

building a crypto hedge fund | /comma, comma.org/, & /ic | in pursuit of more aliveness | prev: founding team @ Tally Health, investor @ L Catterton

imagine a world where everyone has access to financial services, no matter their location. crypto makes that vision possible by cutting through traditional barriers 🌍