Turns out I was wrong on a lot of things this year. I have three core investments in alt chains $S $frax $ZK DeFi Stablecoin super cycle Zk privacy, Institutional adoption and RWA tokenisation. Different markets but all still super correlated and bunched together as altcoins. Execution from teams and builders have been solid, but retail adoption close to zero. Solana still running the show. Some low circulating supply VC chains been doing fine. Perps have never been my thing, don’t consider it as important as other things. Much more excited for onchain options like @stryke_xyz. So obv missed those coins. ETH been fine lately but still underperformed against BTC this cycle. Another bet I had wrong. The only thing I did well this year: I did not buy more on the way down. Even sold some as price trend was so bad. So what do I do know, my trigger fingers are itching, is it time to double down on my beliefs or take the loss? Or do absolutely nothing? right now I feel like aping FRAX with everything I got, even some precious ETH. @captnhayz Can I get some words of wisdom 🫶