You should be constantly questioning your bags.. Our industry changes so fast your thesis needs to be adapting to it
For example: the more I look into $AERO and $ENA, I question if the real benefit is in locking.. and since I'm anti-locking, what if the inflation on these tokens is stronger than the rate of token appreciation?
For $AERO, I'm less skeptical short term due to the upcoming $BASE airdrop and its role in that ecosystem.. but $ENA isn't deflationary and $XPL / $STBL seem to have higher ceilings from here.. I'm thinking it's better to rotate out of it into these two specifically
This is what I'm thinking
ML
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