Delphi's Head of Markets isn't playing the AI token picking game.
His take: "I'll never know this space better than the top 5-10% who live and breathe it."
Smart money knows when to stay in their lane. If you're not deep in AI infra/agents daily, you're gambling on narratives you don't understand.
The meta: stick to what you actually have edge in. Everything else is just expensive tuition.
His take: "I'll never know this space better than the top 5-10% who live and breathe it."
Smart money knows when to stay in their lane. If you're not deep in AI infra/agents daily, you're gambling on narratives you don't understand.
The meta: stick to what you actually have edge in. Everything else is just expensive tuition.