Bullish:

• 🟢 $SOL - Darryl discusses the potential of Solana (SOL) as a significant position in their portfolio, particularly in the context of upcoming elections and its role as a proxy coin.
  • “I would say the largest position we have is Solana...” - Darryl (0:00)
  • “...Solana is actually going to be the proxy coin that people may eventually gravitate towards, if they're trying to speculate on republic that is, winning the election.” - Darryl (0:00)
  • “...I think leading up to the elections, this sentiment is something that I think it's pretty easy to latch on, and nobody's really talking about it yet.” - Darryl (0:00)
  • “...I think moving into the elections and maybe post the elections will reevaluate that view. But I think as long from now till November, it's probably going to be the best paper for me, the the nominee.” - Darryl (0:00)
  • “We hold no BQC in ETH right now.” - Darryl (0:00)
  • “...I still think that in order to achieve our performance, you're probably going to need to take bets on ad set that are not consensus loss.” - Darryl (0:00)
  • “...I just don't think you're going to be able to do that with BDC or ETH as the primary beta in your portfolio, and it was still within, that soul is the main beta position that we will have.” - Darryl (0:00)🔒

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