$METADAO - MetaDAO is a futarchy platform on Solana that solves token holder rights issues through market-based decision making. The fund has made two large public OTC investments into the project.
$LENDING - Lending and credit markets are more attractive than volume-based businesses post-election, with TVL and borrow outstanding reaching all-time highs while traditional assets provide better collateral.
$MAPLE - Maple's founder Sid is identified as an exceptional builder who would outperform traditional finance executives, representing strong conviction in the lending protocol.
$MORPHO - Morpho's founder Paul is highlighted as having exceptional quality necessary for building successful lending protocols.
$EULER - Despite past exploits, Euler's founder Michael is identified as an exceptional builder with the qualities needed for success in lending protocols.
$CAMINO - Camino's founder Marius is recognized as an exceptional builder with the qualities necessary for success.
Bearish:
$MEME - Meme coins create negative stigma that drives quality builders away from crypto and lack fundamental value.
$CRYPTOAI - AI agents in crypto may be overvalued speculation similar to past failed narratives.