I somehow ended up beeing bullish at a lot of NFTs this cycle. With all of them there is some alpha since market participants are still skeptical of the asset format. Those kinda become some of my biggest positions 1) @infinex did their patron sale as NFTs and people faded @kaiynne and his vision massively due to its deal structure. Its my main wallet by now and with Infinex Connect I dont see me ever using Phantom or Metamask again. I met a ton of funds who basically told me they cant buy it due to it beeing an NFT and are just waiting for the token. 2) I bought @pudgypenguins in 2023 since it was evidend that @LucaNetz is the best markter and brand builder in all of crypto by far. Pushed it internally at @MoonrockCapital and we also build a position. At the time I enterned NFTs were dead and nobody wanted to touch it due to that reason. $Pengu seems now as the main bet on pudgy penguins but I'd never fade lucas promise of Penguins will always participate in everything he does. 3) I started buying more onchain art since I strongly believe that rich Millennials and GenZ will buy digital art at some point. There will be a huge dominance shift and digital art is still a very small niche within the bigger market now. The wealthy of the younger generations are now in their phase of buying watches, cars and some houses. Art will come afterwards. @XCOPYART is the essence of crypto and will be forever the most important artist of it. @refikanadol is also an OG but I consider him more as an instiutional Ai Artist that is on chain and vastly mispriced since people just dont want to touch those assets.