In crypto, value investing requires betting directly against the hype cycles and trends.

In crypto, value investing requires betting directly against the hype cycles and trends.

https://paragraph.xyz/@idle/value-investing-in-crypto

I write about tech + humans + philosophy. Farcaster OG. FID 3305 founder of /theindex 

https://www.joanwestenberg.com/

great piece and great insights.

I try to follow these but personally find it hardest to reconcile ‘stick to what you know best’ and diversification. What feels like a diverse portfolio within 1 chain ( ex. base ) is likely highly correlated assets but hard to go deep on more than 1 ecosystem for me. 

🙏!

Builder / musician / degen

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For me it comes down to off-chain knowledge applied on-chain. 

IE my areas of expertise are content, community and media; so my value investment picks are going to be things like ILV on the gaming front for its content and community crossover, Degen for its content and community crossover.

I rly like that. hadn’t thought of it in quite that way because some part of the draw of onchain is the novelty or perceived novelty