"Camp-Pilled, Data-First"
Bullish bias toward Camp Network, but the process is data-first roadmap milestones, incentives, dev velocity, liquidity, builder traction, and momentum. Posts are short with crisp context and receipts when the thesis evolves. He tracks catalysts with calendar-style updates, lays out scenario trees (base vs. alternate), marks timing windows and key levels, and states explicit invalidation and sizing rules so you can actually trade the plan. Beyond Camp, he reads the broader market well: cross-chain rotations, BTC/ETH dominance, L2/alt seasons, perp funding and basis, OI/volume shifts, and stablecoin/liquidity regimes then maps that into tradable ranges and a simple narrative heat map