I can count on one hand the times I've had true conviction in an investment in my life. Here they are with the thesis for each.
BTC - Money that's in your control and not devalued by the government. Unfortunately had to sell it all as I mined it to buy food/gas though. So this one only half counts.
ETH - Can now actually do things with that money.
LINK - Can actually now do real world things with that money.
Advanced Micro Devices - Competitive overnight with Intel after 10 years of being behind and falling to less than 1% share (huge upside).
Nvidia - AI boom. Unfortunately realized this late, so another half count.
Fartcoin - The ultimate meme, humanity's oldest joke, instantly humorous to all ages and cultures. Destined to get media coverage.
Honestly you're blessed if you can even find one thing you're truly confident going all in on in your life, these are rare. Many never feel this way about anything.
Not too much that I believe in these days in crypto, at least not with the kind of fierce in my bones, hold for a 100x kind of confidence I've had for a handful of plays over the last decade. Kinda just floating along rn taking some swings here and there to stay sharp but really waiting for another runner season and something new I could have conviction in.
Probably the only things I have conviction in rn are:
-BTC continues to grow as long as global debt does (forever)
-Fartcoin runs hard if/when we get an alt season
-ETH *possibly* does a full sentiment 180 if it becomes the bank/insti chain when they finally start launching now that regs are good
-Chainlink continues to be the standard one stop shop interface for institutional adoption. Who tf knows what that means for the LINK token though...
-Stablecoins gain significant market cap as more and more RWAs deploy. Hard to get good exposure to this though.
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