Some tokens might go to $0.
Others might break all-time highs in the next cycle.
How can you know which one is which?
Here's a framework for evaluating possible bear market winners & losers:
Takeaway: 1. This is the first cycle in which crypto is intertwined with the rest of the macro economy. Traditional funds and their portfolio companies agree on that each founder should limit their budget and keep improving.
Welcome to Bear Town (?) 🐻
My primary focus for @tangent_xyz is two things:
1) Investing and working with founders long term on the venture side, and
2) Spotting inflection points on the liquid side to help founders weather them... See more