We’re at the part of the cycle where tradfi flows are dominating. Every coin that has a ETF or DAT is going to absolutely send imo.
In general, positioning in coins with depressed valuations there’s speculation of upcoming tradfi vehicles seems compelling. From a majors standpoint, I aped into $SOL on this thesis. For alts, my biggest bets on this thesis are on $DOT and $BERA (pls don’t make fun of me)
It’s also been a good idea to get long after initial hype is faded due to fud, eg $IP or $ENA, especially when the fundamentals of the buybacks coming from the tradfi vehicles look strong.
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