Been dca-ing into Circle since IPO. Smart or exit liquidity?

icebreaker.xyz/0xen |
https://gallery.so/Oxen/galleries | https://opensea.io/collection/farcats

building @revealcam | previously @perl, cofounder SBLY.com, eng at Stripe | alum South Park Commons | peter-kim.com

still carrying the wounds from back when coinbase went public. The sentiment flip doesn’t take that long.

think it makes sense then if you're doing a long term TWAP DCA

I'm a sucker for buying when sentiment is crushed, but might not happen for a while if at all

This looks like all the pertinent supply demand info. Underwriters have rights to another 5MM. 30 days to exercise.