Podcast with @ysiu from $ANIMO (Animoca Brands) - claims to have differentiated cycle outlook vs consensus
No specifics disclosed, just directional signal that Animoca's macro view diverges from mainstream positioning
Team attended Singapore event (author absent) - suggests institutional networking/dealflow activity in Asia continues despite market conditions
No specifics disclosed, just directional signal that Animoca's macro view diverges from mainstream positioning
Team attended Singapore event (author absent) - suggests institutional networking/dealflow activity in Asia continues despite market conditions