🐧|Sep 06, 2026 01:41
This year, I only shared revenue projects I believe. Pretty boring, but intentionally. have tried to go for the quality over qty.
Hype $28
Pons .09c
Pump .0017
They tend to be liquid, strong narratives, and great to own/trade, and normally with good structures to trade off around the core. If the market continues to heat up, and conditions are liquid I'll share some more things that aren't rev related which I do trade. Just not publicly. Although this is my favorite stuff. I think there are quite a few decent teams out there and am hoping we continue to see this direction and alignment from more teams.(🐧)
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