my port did 32x from the last bear market bottom, and 80% of these gains came from coins that started or were leaders in new, lasting narratives. - $goat ai agents narrative - $tao ai narrative - $trump (on eth) politifi narrative - $whales points narrative - $ondo rwa narrative - $virtuals ai agents launchpad narrative - $aixbt fist useful ai agent - $ton, $ston, $redo TON szn - $ai16z ai daos narrative - friendtech keys socialfi narrative - $hype revenue/buybacks narrative - $ray sol memecoins narrative - $pendle yield trading narrative so: - looks for new narratives that make sense - if you are confident, size big on coin that created the narrative (there are probably like 5-10 coins like this per year) - dont play betas, focus on leader new narratives that look good currently: - tokenized pokemon cards ( $cards, i prefer other tokenized pokemon cards platform but there is only this coin to get exposure) - prediction markets ( i like $rug but there are also other ways to get exposure) - tokenized stocks (this one probably needs some more time to play out) gl