How much do you look at on chain? And what nostr:npub1s5yq6wadwrxde4lhfs56gn64hwzuhnfa6r9mj476r5s4hkunzgzqrs6q7z refers to supply suffocation? Any thoughts on where we are with that?

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I think it’s interesting.

But I generally don’t make fund management decisions based upon on chain data.