X @Ansem

Market Strategy & Investment Philosophy - The industry emphasizes a selective investment approach, favoring unique projects for significant capital allocation over spreading investments thinly across numerous ventures [1] - The industry suggests that holding no position is a valid strategy, advocating for patience and waiting for exceptional opportunities rather than forcing investments [1][7] - The industry highlights the importance of timing the overall market in higher time frames rather than chasing short-term gains or narratives [1] - The industry stresses the need for quick entry and exit from trades or setting strict time limits for invalidation if a project doesn't show progress [2] - The industry advises against emotional attachment to investments, emphasizing the importance of selling to secure profits [8] Dominant Platforms & Layer 1 Solutions - The industry identifies Polymarket as the dominant player in prediction markets, advising against investing in competitors hoping to overtake it [3] - The industry recognizes Hyperliquid as the leading DEX, suggesting that new projects should integrate with or build upon it rather than competing directly [4] - The industry acknowledges Solana as having captured a significant share of the Layer 1 market due to its speed and user experience improvements over Ethereum [5] Key Success Factors - The industry believes that only extraordinary projects with top-tier tech, killer UI/UX, and strong community vibes will attract attention and capital [6] - The industry emphasizes that market attention and momentum are more critical than technology alone [2]