GM, and Happy New Year!!! In a nutshell, 2022 will be one of the worst years since the 2008 Global Financial Crisis. I believe that enough has been said about what happened this year in other “2022 reflections/recap/year ahead reports,” so I’ll skip the general recap and instead focus on what happened for my own portfolio specifically. Before I go further, I present to you my outlook laid out and updated in June 2022: L1/L2 L1: Ethereum (Network effect + ultrasound) L2: IMX (Best games on-boarding + Best scaling tech dedicated towards gaming) Cross-Chain ATOM, OSMO (IBC/Interchain security/mesh security/inter-fluid staking, ATOM 2.0) GameFi, P2E ILV, Embersword, Tatsumeeko, Blocklords (MMORPG gaming thesis. Most avail on Immutable, awaiting for bull and gamers to flow back in) Derivatives GMX, DPX (Battletested protocols on Arbitrum + GMX with the best tokenomics in crypto rn. DPX becomes attractive only after token incentives for vaults...