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i don't keep more than 4-5 core spot positions at any given moment
makes you always have to fight for your bags
cut out morpho to include tao
reasoning is simple: morpho is cool but if you're going to make a bet on RWA (rwa looping) tokenization then you might as well buy the value layer on top (perp dexes)
tao is stronger as an overall AI x crypto play and it's a lazy way to bet on individual subnets doing very well (reflexive tokenomics)
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