cosmos

Stride.zone

Accumulation: 10-24 Jan, 2.9 - 3.7 USD 

Thesis: Dominant LST in cosmos eco (enabling stTIA, stATOM, stOSMO...)

At around 300M val it's relatively most undervalued proxy bet on the upside of Cosmos / Celestia ecosystem with capable crypto native team (confirmed on the call) and clear value capture

https://warpcast.com/fiskantes/0x6aa2b3bc 

I should probably share this Stride thesis here

joker of all trades
https://twitter.com/Fiskantes 
sigilfund.com
zeeprime.capital


I feel that for new entrants, Stride has become a good way to get exposure to the cosmos ecosystem. It's still quite undervalued even though it pumped for the last few days.