spoke to a research client yesterday managing their own mid-8 fig portfolio
i recommended they read @cryptonary report on HYPE, they told me they’d already read it and were positioned..
what they really wanted to talk about was AURA
they're deeply interested in the meme movement after watching WIF, POP, and SPX explode
told me they believe we’re entering an era where “meme societies” carve out real space online, especially as AI accelerates..
they see the current $60B meme sector pushing toward $500B over the next few cycles...
that makes sense when you consider the sector did a 450x between 2020 and 2024
apply the law of diminishing returns, and a 10x on the sector overall seems reasonable
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