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/

I read "The Intelligent Investor" many moons ago.
The mo-mo trades of the Nasdaq Tech  bubble (pre 9/11) were a sight to marvel at (valuations based on website click etc.)