I still don’t haven’t done much new research, but I have a major new lead on Ethereum post-2023 that I’ll be working on in the next 6-12months, and in the mean time I want to write up some ELI5 threads of my report - likely will start in the next few weeks.
In the mean time, I found an interesting lead on Uranium miners. I tweeted about it here and detailed some “educated guess” YOLO plays I have on to get more Ethereum exposure before the triple halving. I give my portfolio allocation there, so please take a look!
Have a great weekend.