Q1 2022’ Report Notes
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Jan 2
Noted Picks for Q1 (and beyond)Generally speaking, the lower the rank/market cap of a crypto relative to its peers in the same category, the more room it has to grow if you believe it to be mispriced for example. ETH/BTC are the two largest cryptocurrency by market cap and so the aim is to try to outperform both (with the expectation that their marketcaps mean less room for growth).Takeaways from ‘2022 main trends’Continued trend in multi-chain DEFIModular blockchain architecture closer to ma...

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