Nguyen Thu Giang

We have made our first FoF (fund of funds) investment into $GFC, led by @123skely. Over the coming days, we plan to hold in total around 3% of the total supply, LPing a portion of it into the fentanyl pool to earn 33.71% APR. Our investment thesis: $GFC is the second-best-performing DAO after @shawmakesmagic; $GFC is currently sitting just under a 14x. Their NAV is at $149K and the MC $105K. The fund expires in 40 days (14th Jan 2025). Our average entry is: $95,000 Marketcap. @123skely hasn't made any other trades in 2 months, which shows that the underlying portfolio is outperforming other intra-day DAOs.