Very difficult for me to hold off from buying straight-up bluechips. But... I keep making moves to buy equities that HOLD crypto on their balance sheets.
I was even going to buy into tokens.com, but since they sold off all their layer-2 tokens...and their assets of metaverse real estate have gone to shit, including foot-traffic going to shit... I see little point now. I also don't like how they sold off so much crypto at these terrible prices, then state in the SEDAR filings that everything is a-ok and the are sitting on a strong cash position. So... why the fuck did you sell off at the bottom of the market then?
They blame FTX fall-out...
At one point they were actually cash-flow positive in the past...