X @Andy

Market Sentiment & Flows - Fundamentals are key to attracting more flows in the crypto market [1] - The market needs flows to sustain its momentum [1] - Institutional investment is currently supporting the market while retail participation is low [1] Investment Strategy - Focus on promoting crypto tokens with real cash flows, verifiable financials, and a sustainable path [1] - The return to fundamentals appeals to both left curve (buybacks) and right curve (revenue, P/E, DCF ratios) investors [1] Industry Outlook - The emphasis on fundamentals is a healthy development for the crypto industry [1] - The industry aims to sustain the positive momentum [1]