2024 thesis

preparing my 2024 bags… my 2023 top picks of SOL and LINK were among top YE performers. SOL did 10x since my call, Chainlink did 3x…

LINK spot
LINK spot
SOL spot
SOL spot

Admittedly outside of these two tokens i had less conviction overall last year, but this year i think will be like 2021 all over again. Final list of investments going into 2024 -- let the record show -- i think the most bullish assets of 2024 will be BTC, SOL, layer 2s, and DePIN.

BTC and SOL are obviously straightforward -- i think this year will be the year of L2s. Optimism over arbitrum, base, and others that are very early but taking advantage of parallelized EVM and outsourced DA. Everything surrounding Eigenlayer, celestia, monad, fuel, eclipse -- and the incumbent rollups that piggyback on the narrative are poised for outperformance.

DePIN is going to evolve this year i think - the base concept for utilitarian, physical use cases will be a bright spot this year given the lighter, lower latency and lower cost underlying tech that we can now take advantage of. my view is that this specific vertical will be slowwwwly, then all at once. So i better be paying attention if i want to make money! which sadly i havent made time for just yet.

Planning a DePIN deep dive for next weekend which will define my investment thesis within the players in that sector

i am so ready to be back lets go