The best time ever to bet heavily on the crypto industry was March 2020. The second-best time is now. Prices may be higher, but never has the future of this industry been so clear and the fundamentals so strong. The divergence in price performance is a blessing for those who are visionary (and liquid) enough. I can imagine this being a very short-lasting opportunity. Sentiment might be the worst it’s ever been, but the upside is becoming so absurdly asymmetric that emotions won’t stay in control for much longer anymore. You’ll wish you listened.