One key difference between an investor and narrative chaser is that investor is willing to hold an asset even if nobody else talks about it, just bsed on his independent thesis

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


My name Frekki. Watermelonium my favorite fruite.


It's one of our major allocations in liquid fund as well

Will post a thesis a bit later, but I am happy to see it already performing well

Love the investor channel! Hopefully, it will spark more in-depth discussions about long-term theses, contrasting with the chaos scroll that is CT. One of my recent major allocations is FIL and decentralised storage. I feel it's vastly underrated atm for the data-driven economy we're entering. What's your take on this?

Building Ludo.com a reputation driven discovery engine for Web3. 

In ideal scenario a narrative formation is a result of successful product

NVDA has the AI narrative but also beats revenue expectations

Ofc if the narrative builds without any substance and price decouples from reality I am happy to sell even prematurely

You're still hoping for a narrative to form though right? So basically an investor is a pre-narrative investor 😜

Leading the Digital Asset strategy at a multinational CEX but truly a Degen at heart.

They are moving closer to build their Parallel gaming infrastructure for guilds and the treasury is still nice beta to Parallel ecosystem

Fisk, a penny for your updated thoughts on your Paragons DAO thesis?

building pics or it didn't happen - poidh.xyz - fully onchain bounties with collectible NFTs - come chill /poidh

The best win ROI wise is also weirdly my biggest L

Started buying LUNA in 2020 on KuCoin at 0.10-0.5 USD price levels, no one else even knew about it, there was no anchor yield, no mirror, just fake "korean ecommerce" adoption that I thought was real

Fortunately exited most of the position between 50-80 USD

what was your best win based on your own thesis no one else saw at the time?

I have this strange suspicion that the market will continue to fade OHM despite sustained uptrend for over a year now.

How they've managed the treasury and expanded OHM to all major chains is impressive -- being on L1 locked out a ton of participants who chased clones on other chains.

Will continue to accumulate