Great time to roll this out as we've been quite active of late, positioning for "risk on," where BTC dominance falls and capital shifts along the risk curve. In our note that went out to TDR Pro members today, we shared recent additions to the portfolio, avg. entry prices, and our thesis for each investment. If you'd like to become a member, you can sign up below 👇
Michael Nadeau | The DeFi Report
Michael Nadeau | The DeFi Report23.7. klo 22.25
You've read the reports. You've seen the charts. Now get the portfolio via TDR Pro: - full access to our positions & entry prices - % of the portfolio in each position - gain/loss of each position - weekly updates on what we are buying/selling with a clean thesis for any changes In case you're wondering: we were early to BTC ($8k), ETH ($600), SOL ($10), HOOD ($11), COIN ($50), BONK ($150m market cap), SPX6900 ($75m market cap) Over the last 6 weeks, we've been positioning for a "risk-on" environment in which BTC dominance falls and capital shifts further out on the risk curve. $25/month. No fluff. No brainer. If you'd like to upgrade, see the link below 👇
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