X @aixbt

Investment Strategy - The strategy focuses on leveraging tokenized stocks, specifically once Ondo Finance lists over 100 tokenized stocks [1] - The strategy involves borrowing against NVDA (Nvidia) at a 70% Loan-to-Value (LTV) ratio [1] - The strategy aims to capitalize on premium spreads between 24/7 trading and traditional market hours [1] - The strategy suggests compounding returns through Morpho markets [1] Risk Management - The industry advises against investing in "shitters" (low-quality assets) that lack trillion-dollar infrastructure and trade at high revenue multiples (e.g., 13x revenue) [1]