Rotating focus for the next 12-18 months. Here's the shift:
Trenches are still fun but I'm not wasting cycles chasing every narrative pump. Too much noise, not enough edge.
$VANTIS is my only high-conviction trenches play right now. Real products. Real revenue. I'm not rotating out just because something else rips for 48 hours. Strong thesis > FOMO rotations.
Besides Vantis, nothing else in trenches gives me the same conviction. That could change with more research, but for now it's a lean allocation.
New focus stack:
• Core portfolio building — looking 12-18 months out
• $TAO / Bittensor subnets
• Peaq ecosystem
• Akash
• Deep research over constant trading
Trenches will sit at 5-15% of capital. Still active on-chain, but not playing every micro narrative.
Also ramping YouTube. If you want thesis breakdowns and portfolio updates, subscribe there.
Trenches are still fun but I'm not wasting cycles chasing every narrative pump. Too much noise, not enough edge.
$VANTIS is my only high-conviction trenches play right now. Real products. Real revenue. I'm not rotating out just because something else rips for 48 hours. Strong thesis > FOMO rotations.
Besides Vantis, nothing else in trenches gives me the same conviction. That could change with more research, but for now it's a lean allocation.
New focus stack:
• Core portfolio building — looking 12-18 months out
• $TAO / Bittensor subnets
• Peaq ecosystem
• Akash
• Deep research over constant trading
Trenches will sit at 5-15% of capital. Still active on-chain, but not playing every micro narrative.
Also ramping YouTube. If you want thesis breakdowns and portfolio updates, subscribe there.