Part 8/20:
Layer AI is an extremely low conviction play based purely on narrative and hype. The idea is that during a crypto bull run and alt season, we'll see all sorts of crypto AI projects popping off. Techwise, I have almost zero conviction in this play. So far, it's been a massive loss for me, down around 59%. I recently decided to keep holding it just to see what happens during the bull run, treating it as a Hail Mary play.