Current bid on the NFT gaming sector (axs, sand, alice etc)?
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Replying to @HsakaTrades
depends on axs metrics as this run plays out. still greatly undervalued based on run rate. so watching those closely.
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Replying to @onecatcapital @HsakaTrades
the idea of rotating here from axs doesn't make a lot of sense either. nothing in the sector nears the traction/revenue. why play hot ball of money when you have a winner. you'll see the giganukes in those rotations.
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Replying to @onecatcapital
Agreed. Guess the others make for good hedges when the time comes. Should maintain an insignificant beta to axs.
7:20 PM - 7 Jul 2021
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