Our job is not to try and tell the market what it should do
Tushar Jain on the two things driving Multicoin’s portfolio construction. Our job is to be analysts. It’s to observe the market, to understand what is happening. So when we see a trend like this happening, where people want to trade derivatives on Hyperliquid, then we should be there. I also don’t really believe in diversifying for the sake of diversifying. Why do you have money in your 10th best idea? You should really only have money in maybe your top two or three ideas, and be really close to them as a professional investor. Those two things have been driving a lot of our portfolio construction recently.
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