If you are bullish on hooks, I won鈥檛 argue with you.
It鈥檚 innovative tech.
But I think 99% of tokens in this space won鈥檛 be launched if they can鈥檛 be bundled.
So you do have to wonder about PMF in terms of sheer volume.
Sometimes it鈥檚 possible to be too early. Full thesis hasn鈥檛 formed yet. Once full thesis becomes clear then size in and size in hard based on conviction. Beats any trencher over any time span. Requires at least some capital tho.
I don鈥檛 even trench. Rarely I find anything or even decide to buy anything sub 1m. I just know how to form a thesis and size appropriately. Then I take at least half of my profits on big wins out. Rinse and repeat. All my entries documented to subs.