Position update:
My bias is that was the bottom. Pushed down due to the infighting between Trump and Elon. Also $100k retest confluence
I bought $ETH at $2417 on the move down. I think ETH will likely outperform BTC in the near term. The flows are ramping up, even beginning to outpace BTC. Large entities are also staking their eth
$SYRUP - nothing fundamentally has changed. The numbers are up only (TVL, revenue) and RWA fundamentals will only keep accelerating and improving. I really think this will be a kingmaker trade
$GRASS - another fundamental play. Also bounced well, lots of relative strength.
Update 2/ Positions are looking really nice and starting to feel pretty comfortable to hold.
Staying cognisant of the fact that it's the weekend.. try not to get fudded out over it.
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