2026-01-02 18:31:16

Heading into 2026, my portfolio allocation leans heavily toward category-defining tech plays that hit the public markets at compelling valuations—well below what they commanded in earlier venture rounds. $CHYM remains a cornerstone position, and for good reason. $ETOR fits the same thesis perfectly. Both are trading significantly below their most recent private funding prices, presenting the kind of timing opportunity that doesn't come around often in this space. ✅

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OnchainHolmes

· 8h ago

Hmm... The timing this time is indeed good, but can CHYM and ETOR really hold until 2026? I always feel like I've heard too many arguments about this being the "historical bottom."

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OnlyOnMainnet

· 8h ago

NGL, this timing is indeed perfect. The private placement price is much higher than now... I’m a bit tempted to jump in, but I need to look more into the fundamentals. $CHYM and $ETOR are both worth a deeper dive.

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ForkThisDAO

· 8h ago

NGL, this timing is really perfect. The private placement price is still high, and with this valuation now, it feels like a loss not to buy.

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OldLeekNewSickle

· 8h ago

Well... it's the same old "break-even = opportunity" pitch, I've heard it too many times. But on the other hand, private placement discounts and listing is indeed a classic setup for cutting leeks, no wonder it's so attractive.

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BearMarketBard

· 9h ago

To be honest, $CHYM and $ETOR really have something this time. It's rare to get such a bottom-fishing opportunity for a project that has broken below its price.

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