Let’s play a game of “what would you rather own?” - at similar valuations
$400B
SpaceX
Ethereum
$100B
Stripe
Solana
$80B
Revolut
Solana
$20B
Twilio
Chainlink
I’m still figuring out which specific markets I want to lean into, but it looks increasingly clear that these areas have strong tailwinds going into the next decade
- Energy
- Commodities (uranium, oil, gas, gold, copper, etc)
- Emerging markets
$URNM $XLE $RIG