Chinmay ๐งบ ๐
@chinmay.eth
If you had $50k of dry powder, how would you sprinkle? The best answer gets $25. NFA!
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J Finn ๐ฉ
@jdotfinn
going a lil off piste here from the rest. the thesis is that the coming four years will shake up finance, so get into some equities + stocks that give you leverage there without being fully tied into 'crypto.' Model is $10K a piece, one goes at least 10X, sort of a VC type model. - $HOOD (Robinhood) for exposure to traders in the US - $COIN (Coinbase) cuz they should prosper once a regulatory framework is hammered out - $BNKR (Bankr) gives you exposure to Agents + Robo brokerage - $DEGEN (Degen) gives you exposure to consumer social - $NU (Nubank in Brazil) hybrid Fintech/Crypto player, a lil emerging markets exposure for fun.
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Chinmay ๐งบ ๐
@chinmay.eth
This approach is redefining the risk-on portfolio. Need to checkout NU though. Thank you ๐ ๐
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