Andy's Inner Circle Agenda #4: Intents And Restaking Day Istanbul Alpha & My Modular Thesis Portfolio
The best recap of info from teams I spoke with and alpha drops I received in person, an insight to my recently developed Modular Portfolio positions, and actionable opportunities to seek out
Wrapping up the last of my devconnect alpha and finalizing some really cool deals and opportunities with teams I met out there, very pleased to see the market picking up on some of these opportunities.
Also, if you’ve been following my Modular Thesis you’ve been seeing long form articles about this and why I am so ungodly bullish. I’m really starting to put my portfolio together comprised of tokenless protocols I’m airdrop farming and protocols live now which are severely undervalued.
The modular thesis is about to blow up in 2024. I just met with a founder this weekend in modular based project founder in Portugal and its confirmed that this niche has amazing opportunities coming for us.
I’m here to help you capitalize on these, week in and week out.
Staying opportunistic, open-minded, and one step ahead of the market is our goal together.
Thank you so much for being here, and we are so back. Let’s take advantage of the developments onchain together 👇
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