The Six Tokens To Own This Cycle | Yan Liberman

Uh, good question.

So I, I have, uh, I have ramped up and bought like just on FOMO.

I always have a YOLO account.

Um, like I, I was early on WIF, um, and, and that did phenomenally well.

It's one of like, one of my best returning investments, [chuckles] funny enough.

Uh, so I, I, I felt compelled.

The market pulled me back in and, uh, I've been, I've been dabbling in some names, um, j- just for shits and giggles to be honest.

Uh, you gotta, you gotta feel alive and, and what is worse is like Not being allocated and missing out.

So, um, we're all human.

It's very psychological.

But, but on the, on the big part of the portfolio, um, I- I'm rotating, uh, from kind of locked and/or vesting positions, and I like, I like Hype.

Um, I don't have a meaningful position there, but I like Hype.

Um, I held through Athena.

Um, I've sort of put it in this DAT USDE.

Um, and I was like, n- I, I feel like DATS were...

Like, we all knew that they were-- they would unwind and they, you know, they trade at a premium when bull markets are all the rage, and then, and then you just know that the discount is gonna be really, really brutal.

But I remember when this DAT launched, I was like, [clears throat] "I know they have X amount of Athena on the balance sheet, that they're not-- they, they won't sell." Um, and it's like a massive discount to the underlying value.

And look, Athena's, like every other token, went down 60%.

So, like, the beauty and the curse of venture is that you're always fully allocated [chuckles] 'cause you're vesting and locked.

So I'm not jumping out of my seat.

I feel like I'm, I'm fairly sized on the venture side.

You know, projects like Pump.

Um, Jan, you mentioned that.

I'm curious how you guys are looking at that or not.

But you know, it's, it's a project that has... cranking out a lot of cash flow and, you know, it's, it's, has staying power.