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$V4 Programmable

i trimmed quite a bit and kept a decent moonbag

there was a lot of fud around the dev supposedly being a serial deployer, but i’m in a group with several whales and large holders where he gave pretty reasonable explanations. at least from the way he communicates and what he’s been doing, he seems committed. all code open source too.

the main risk is Uniswap eventually launching its own infrastructure for deploying hooks or launch models. that could be bearish for Programmable if it ends up commoditizing what they’re building.

on the other hand, it also validates launchpads around v4 as a real category. now Programmable needs to prove it can become one of the winners, not just the first one there.

that’s why i trimmed. i no longer see it as a core bet, but more as a call option in case they manage to become the unofficial Uniswap v4 launchpad.

+ great ticker to capture v4 attention