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fiskantes
@fiskantes
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
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Frekki
@frekki
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?
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fiskantes
@fiskantes
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
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