Looking Back on 2024
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I think, what's really important too, and I wouldn't say a mistake of mine, but I think something I quickly realized was, I think it's the name of the game for this all cycles, but where you are in the information totem pole. It's not just whether or not you're early or late. It's like you can be late early and still make a bunch of money in this industry.
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research. Nothing set on 0 x research is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Ryan, and our guests may hold positions in the company's funds or projects discussed. What's up, guys? Welcome back to another episode of Xerox Research Today. I'm joined by Ryan, from the BlockWorks research team and Effort Capital and Xerox MIMS, 0x MIMS, Ox MIMS, from BlockWorks Advisory, the new advisory arm for BlockWorks Research. Welcome to th
for having me. Delegate to us. Happy
New Year. Happy New Year. Happy New Year. So we already did a because I was off for the past few weeks, we already did a 2025 thesis. So I wanna do a look back episode where we do our top five mistakes, for 2024, but I don't wanna start. So whoever has the list ready, let's get started. I'll
go first. This was really hard, not find 5 mistakes because I didn't know which of those should be the top 5. I had, like, a laundry list of mistakes in 2024. The first one that comes to mind immediately, and I'm sure Bakker will love this, is not trading hyperliquid, not farming that at all. My timeline was blowing up about hyperliquid back in, like, October of last year. I think it actually drove drove, like, a lot of mindshare from, like, x cosmos people, accounts. I don't know why, but a lot of my x cosmos people were on my timeline showing it back to them, talking about how great it was,
what it's worth of hyperliquid, I think a lot of people just missed it anyway. Hence why you see a lot of people posting on the timeline. And I think the people who didn't miss it just didn't sell, so they're just very happy. I don't know. We talked about this earlier this morning as well. I kinda got upset with Ryan and Dan. We had on our analysts call them saying, we think it's overvalued. And I said, I don't think it's overvalued. One
thing I think that it was I don't know if this is a mistake by Hyper Liquid, and I forgot you. I actually would love your take on this. And
I'm
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