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Portfolio
3
Growth Portfolio
12
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8
Crypto Portfolio
5
Thesis
17
A recession is coming
Tariffs are escalating
AI is the next internet
Rate cuts fuel a boom
The US economy is resilient
China is uninvestable
Inflation is back
Tech is a bubble
The dollar is dying
Clean energy is winning
Crypto is going mainstream
GLP-1 drugs change everything
SaaS is dead
Rates are going to zero
War is the new normal
Offices are never coming back
Oil is finished
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