Conversation

2) NOT INVESTMENT ADVICE

3) My background is in arbitrage, and short timescale quant trading. Tokens, stocks, currencies -- they're just tickers and prices; you buy at the lower price and sell at the higher price. But over time I've started to hodl.

4) In decent part this is natural. Over time I've gotten to know the crypto landscape better and better, which means I've developed opinions I trust more. In decent part this is because I now have the space and freedom to.

5) Many people think about coins in terms of fundamentals and technical analysis. I guess I use a variant on that. Short term I mostly look at hype and tokenomics. Long term I mostly look at fundamentals.

Replying to

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It’s so interesting to me that you didn’t mention correlations. Or price action under short term