time and time again, betting on teams has proven to be the distinguishing alpha in this space
especially in volatile conditions, competency feels safe and is safe
with
$umbra it’s also why I expect them to outpace just about every other privacy solution in a quick amount of time
it’s not that other people don’t have good products, it’s that having a good product is not enough
it also takes the right network, tech, tokenomics, timing, nuance and some early delusional believers who see the vision myself that will UODL bc they know the true value of the team
behind the vision
it’s been nothing but green flags for me with the
@UmbraPrivacy team and
@Arcium for that matter which is why I been doubling down
I can’t stress enough the importance of the ownership token structure either
old token models are dead and completely uninvestable — you either own part of the IP and revenue or you are getting got eventually
the AI/ acc is thrusting privacy into spotlight at this very moment, by summer the polycrisis will be evident and even BTC with its flaws will look like a good deal just because decentralization will feel like the safest place to be