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Sid
@sidshekhar
Day 63/100 Been fully allocated throughout the past weeks. Good to see mean reversion begin across markets. Will eye higher beta memes again if it continues. Portfolio: 0.2757Â WETHÂ ($763) 99,122,915Â MOGÂ ($141) Total: $904 (-9.6%)
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Juli 🎩↑
@juli
If DeFi does well; l2 DeFi and (social)FI might also be nice beta plays - though I wouldn’t overdo it with betas (neither in memes, nor DeFi or l1s) as strong leaders have huge upside themselves and the beta doesn‘t really offer the fundamentals and the numbers of potential bets reduces beta.. (obv in select cases it will still work out very well)
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