What many web3 proponents fail to account for in their investment theses is not how their predictions will play out but in when.
The question for all reading, is if you follow without thinking through this very question yourself: is how long you can last before you sell.
Far better to know you are on the right side of a long run way than hoping for that catalyst to occur indefinitely.
This is why personally, I stick to my own theses and don’t jump from idea to idea though it is always good to explore and be open of course.