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Devin Baker
@devinbaker.eth
Been thinking about crypto portfolio construction, and some questions What do y'all think? ——— 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 ——— So, in the upside case, it would be better owning more apps In the downside case, it doesn’t matter
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Garrett
@garrett
More asymmetrical upside in apps but there’s very few apps that are far along enough and have a token to participate in the upside
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six
@six
And if they do have a token, it doesn't capture value from the protocol e.g. UNI
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