I’m in wait and see mode. For funsies.

I don’t have anything to say about them. When they are up and running and I can see what their strategy is and how they are executing I’ll form an opinion.

My knowledge is mostly on Strategy (including their ecosystem) and Metaplanet. I have a small bag of Smarter Web, but I plan to move over to Metaplanet opportunistically.

The only 2 company’s I would feel comfortable holding long term are Strategy and Metaplanet. They have a track record and clear moat. Can’t say the same about anyone else.