C24 – Part II: The Drag of Legacy Positions
I didn't sell enough in the last cycle. I made too many long-term bets on projects that have not (🤞🏻yet🤞🏻) captured attention this cycle. Cardano, Polkadot, Cosmos, Ripple & Polygon, primarily. My thesis was that these are long-term projects/investments, and while most of them are in profit from where I bought, I…