are you ready for the bull?

I wrote a 18 page strategy memo last week after the election  

Here’s a key section

Being indexed to crypto is a disadvantage...until it's not. :)

Ye don’t want here, beld ye own client ser!

Was here first: https://wow.xyz/0xf17d104414ff0d8501a41e8972d2760ccde83f31

Retention dropped the same this time last year? Seems seasonal + election and memecoin externalities.

It’s a helluva opportunity to lean into

For people wanting to explore crypto this cycle the arches are a great front door

Having a bag of Moxie is a disadvantage....until it's not.