I know I've been more quiet about Crypto x AI lately, but am quietly accumulating what we believe are the best application tokens.
Thesis unshaken.
My best guess post-ETH run:
ETH beta (DeFi fundie alts + SPX 6900) --> SOL --> second run on-chain AI
Nothing new under the sun.
We continue to accumulate more $grph (@soulgra_ph) & $wave (@WaveformBackup) as evidenced on-chain
And have two more 10 - 15% positions that we will be announcing in Q3/Q4
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