Placeholder Partner: This currently looks more like an early bull market opportunity, suggesting systematic accumulation of token positions.

Placeholder VC partner Chris Burniske noted on social media that long-term investors should avoid repeatedly agonizing over entry and exit timing in the current environment, and instead systematically accumulate high-conviction assets while distinguishing them from short-term trading logic. He recommended using "relative units" to understand position scales across different networks: ETH has a total supply of roughly 120 million coins, and SOL has about 636 million coins, making the latter approximately 5.3 times larger than the former. Therefore, if you once held 10 ETH, securing a comparable network share would require holding roughly 53 SOL; to hold twice that network share, you would need around 106 SOL.