The Bull Case For Frax w/ Ouroboros Capital
Flywheel DeFi
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The Importance of People Judgment in Startups
In every piece, it's really a people judgment call, more so than commodities or foreign currencies. Equities is a lot about reading the founder at the beginning of the company and how they typically behave around situations. You're getting something that would turbo a bit Bitcoin when it's peak fear when it's dipping. The DNA of the guy, the helm of the ship, helps you also understand the behavior of the stock,. And how it tends to behave around certain situations.
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