Here’s a quick rundown of @JamesWynnReal trades in May — one of the most aggressive public portfolios we’ve seen on CT. • May 1: - Opens 40x BTC long at ~$95K with a position of $20M • May 2: - Doubles down on BTC long to $107M - Posts first tweet about $MOONPIG (at ~$110K mcap) • May 4: Flips short on BTC ($120M) before FED meeting • May 6: Closes short @ $93K, reopens BTC long • May 7: Initiates a 10x PEPE long ($40M) • May 12–17: Scales BTC long from $135M → $400M • May 19–20: Increases BTC long position to $670M • May 21: – Doubles down as BTC approaches ATH – BTC long reaches a position size of $1.1B – BTC breaks ATH @ $109K while US30Y spikes to >5% and SPY is down 1.6% – BTC pulls back ~3% intraday from $109K to $106K (PnL swings from +$27M → -$5M) • May 22: - BTC bounces back to $112K amid TradFi weakness (at this point, uPnL of +$40M) - Wynn starts taking profit and trims his BTC position from $1.1B to $800M - Nearly a $50M uPnL swing in <24 hours • May 23: - $MOONPIG hits $120M mcap (1000x from Wynn’s first tweet on the token) - Fully exits PEPE long: +$25M realized PnL overall - Scales BTC long position to $1B+ At the time of this tweet, he still has an active position of $1.25B on his BTC long.