Part 3/16:
While Quant's tokenomics scores are impressive, the host abstains from investing because it isn't a traditional blockchain token. Instead, it functions as an enterprise software license with partnerships involving heavyweights like Oracle and Amazon Web Services. The host stressed the importance of sharply focused investing—restricting analysis mainly to Bitcoin and select layer-one solutions like Matic—arguing that diversification too far dilutes expertise and potential gains. As such, Quant is outside their personal "playbook," relegated to the sidelines despite its promising performance.
Key Takeaway: Quant's technological approach and enterprise focus make it an interesting asset, but it doesn't align with the host's investment focus on cryptocurrencies like Bitcoin.