Paul Barron Network

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Strategic Portfolio Addition: DIMO, PENGU & Arbitrum

Our Investment Framework for Post-ETH Season Capital Rotation

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Paul Barron Network
Jul 29, 2025
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At Barron Capital, we've identified a compelling opportunity as the cryptocurrency market enters what we believe will be a significant altcoin season following Ethereum's recent uptrend. After extensive research, we're presenting our analysis of three distinct altcoins that represent different market caps, risk profiles, and growth narratives: DIMO (micro-cap IoT), PENGU (large-cap meme with utility), and Arbitrum (mid-cap infrastructure).

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