Part 18/20:
One of my big contrarian takes this cycle is that NFTs will make a comeback, and I personally think that Persona is the single best NFT collection of this cycle. Persona is a high conviction bet for me, but it relies on a lot of variables aligning, like NFTs making a comeback, crypto going through an alt season, and a bull market. If those things don't happen, this could be one of my biggest flops. Currently, I would guess I'm sitting at around a 30% loss on my Persona investment, but that's offset by the fact that I'm staking those and earning yield in Una tokens.