GM ☀️


State of CT: Flowing where the money flows. CT used to rotate within crypto narratives:
defi → gaming → rwa → neobanks → prediction markets.
NOW, they just skipped the rotation entirely and went straight to AI.
(not crypto ai - actual ai. openai, anthropic, cursor, agents, the whole stack)
Crypto’s in a bear, so ct expanded the mandate.
Where are you moving? For me im still staying in the Crypto x AI bubble.
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