The new narrative playbook
sometimes, you're not wrong. you're just early. narratives take time to build.
this is where conviction is tested.
the highest conviction bet I have made this cycle is @codecopenflow. of course, I will play the entire robotics narrative, it has already started. by Q4, there will be several projects to invest in.
we have seen it happen time and time again.
-> VCs invest in seeds
-> Seed round announcements start being posted on the TL
-> VCs that are not in start fomo'ing and asking their analysts and contacts to find more deals like the ones they missed
-> Liquid funds start looking for liquid tokens to invest in
-> Smart CT folks start seeing the VC and fund interest and also start doing the same and start to post content about the narrative early
-> Retail comes
-> Narrative mania
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