I am not shilling most of our liquid positions on twatter anymore but happy to experiment with it here

In next few weeks I will be posting the thesis, accumulation price range and position management for some of our more contrarian / under radar positions at sigilfund.com, I will pepper it with occasional degen bet

Stride.zone

Accumulation: 10-24 Jan, 2.9 - 3.7 USD 

Thesis: Dominant LST in cosmos eco (enabling stTIA, stATOM, stOSMO...)

At around 300M val it's relatively most undervalued proxy bet on the upside of Cosmos / Celestia ecosystem with capable crypto native team (confirmed on the call) and clear value capture

joker of all trades
https://twitter.com/Fiskantes 
sigilfund.com
zeeprime.capital
