I've spent the last 6 months fully relearning a new asset class (ai stocks). I dived headfirst, bore the brunt of the biggest vol event in stock history and learnt many new lessons. In some ways this was eerily similar to my journey in crypto in 2021, and I don't regret my decision at all.

After reflection I can objectively say that my edge in equities vs crypto is greatly reduced. Some patterns work, but the game is much harder with many more factors and stakeholders at play. Crypto in some sense feels like an isolated sandbox in comparison. However, I believe that the move is justified bc of the sunrise nature of emerging AI. There are infinitely more things to be excited about and steep learning curves are apparent everywhere. I genuinely believe that it will be easier for speculators to 10x their nw in tech equities vs crypto today, and this will remain so over the next 3 years as we reach ASI.

At the end of the day, table selection supercedes relative edge. I think AI semis are beginning their next l

[뱅크리스 창업자, ETH 전량 매도 후 매수한 알트코인 투자 '대박']
뱅크리스 공동설립자 데이비드 호프만이 지난 5월 21일 ETH를 전량 매도한 뒤 투자한 알트코인 가격 상승률이 ETH 가격 상승률을 크게 웃돌고 있다고 블록비츠가 전했다. 당시 호프만은 VVV, NEAR, ZEC, HYPE, LIT 등을 매수했다. 현재 각각 수익률은 LIT 288%, ZEC 121%, HYPE 55%, VVV 55%, NEAR 33%다. 같은 기간 ETH 상승률은 약 17%에 그쳤다.

-Day1 10%는 $TRUMP 홀더가 아닌 헌터 바이든의 Substack 및 Channel 5 구독자 대상