gumg

coins update
zcash - can expect bounce at $1180 for first DCA, will keep dry powder in case it gets close to $1000
sol - like btc, it lost the daily support, weekly is at $112.7 which has been tested a lot so should hold (breaking below would mean everything is going to shit)
pump - if you get it, $0.0054 is a bid, this could has a tendency of being extremely volatile so expect lower fast before V recovery
stonk - at support, might bid a good bid eventually but watch for revenue numbers first

someone sold $1.5M $BP in clips of $300K and the token is only down 5%

longterm portfolio
btc - mega long term play but also holding because that means I don't have 100% of portfolio in altcoins
sol - it is undeniably the winner of the L1 race and this cycle will reprice it to where it deserves
hype - if you spend more than 5 hours in crypto you know hype is a must hold
pump - my biggest conviction play and where I'll make the most profits if the vision is right and the cycle plays as I hope it does. have already earmarked several profit taking targets along the way (much higher)
crumbs for memecoin and perp trading
no need to complicate it.

over the years I realized most of us have great ideas and can build a thesis but only 1% have execution
i've seen/missed generational trades because I sold hours/days earlier when they were supposed to be multi month positions
i believe we are at that point where execution is all that matters and in most cases it means doing absolutely nothing but wait

We are a few % away from max FOMO for weeks on end, I couldn't possibly be more bullish on the assets I hold

No one talks about this but Pumpfun App revenue is going up only since July
They now have roughly 40% of FOMO's daily revenue
Pretty insane growth

$ORE up 103% in the last 30 days
Lots of catalysts ahead, the SOL breakout will be the biggest one IMO
The team just increased the reserve growth rate to 15% of revenue so we're looking at almost $100K of added buy-side liquidity per week at this rate

SOL looks great
Last cycle, by the time the weekly EMAs converged, you had already missed a 6x
The upside is smaller this time, but you will have missed a 30% run in the blink of an eye

So many of you are psyoped by the endless X accounts posting meaningless news to markets as if they were BREAKING BIG JUST IN HUGE SCARY
You are locking yourself up in perpetual pain over things that don't exist or matter