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several things to name a few, its a good time to catch up on what new projects being built on chain, ability to measure portfolio past performance and see where i can improve, reassess projects from pervious thesis and see which ones have a better chance to survive and thrive this cycle, get more in depth in discord and tg alpha chats to see what everyone else is looking at.
Most of all crypto is exciting and i learn new things regularly and that in itself is motivating to keep going forward and staying in the game.
Definitely @toly co founder of solana.
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Yes i consider extreme fear signal as an alert to start considering dollar-cost averaging positions, i wouldnt full ape my portfolio size in one go but rather identify the levels im interested in on the oversold charts and start nibbling on the way down to lower my average.
However if there is a structural shift in the markets on the way down with long term trends breaking or global economic concerns i'll definitely consider cutting the entire positions.
Cash is king...its always best to have some ammunition laying around during extreme fear in the markets.
I'd say Balaji Srinivasan former cto of coinbase, he was a seed investor in many of the top web3 foundational platforms today including coinbase, ethereum, solana, avalanche.
His portfolio also includes opensea, celestia, hashflow and farcaster.
Though he has a keen eye for identifying conviction bets, it doesnt eliminate my need to also scrutinize his picks...but seeing him on the roster definitely does help my decision process.
Interoperability hassles is definitely one to consider, assets across multiple chains and multiple wallets that require bridging, eg sol and eth nfts dont work together, assets on eth need a bridging process if you want to move to sol or any other chain.
A cross-chain hub that unifies assets and identities with possibility of using one profile and or one wallet across chains without constant bridging....potential concept for a fix.