Musing Mind trading Journal

Been a really rough last few days for everyone. I think it's that time of the year again, where we slow down a bit and reassess everything, shift gears on the risk as the market remains choppy. I don't know when the bottom would be. But I would suggest not overtrade at this point. We had easy mode last few months, it's hard mode again. It's time to focus on Capital protection more than capital creation. Being a multicycle cocoarch. What I can tell is, easy mode will come again, don't fight yourself too hard. Also, it's a good opportunity right now to focus on improving your skills and sharpening your axe. Maybe spend some time offline doing things that make you happy. I was feeling a bit low yesterday, spent some good time on the beach and in the ocean while jet skiing. It gave me a good rush and cleared up my head, and I’m kinda bullish on life more than ever. I started reading this book called Thinking in bets, kinda really liking it and also been slowly consuming Crypto cred's trading playbook to try and become a better trader. Also, it's a very good time to farm some/use some quality crypto products, which can give like 6 figs kinda airdrop by just being early. One of the current ones I am using is Vest Exchange to trade US equities on leverage. It's backed by the likes of Jane Street, Amber Group, Selini Capital, Citadel, Blackrock, etc. Here's my referral if anyone wants to use it. https://alpha.vestmarkets.com/join/12369 I know it's fucking hard for many of you. But just trust me, we will have good times again. Until then, just hold up and probably grind hard to make yourself better. GL Degens https://x.com/Prateek0x_/status/1985994834960883951

People keep asking why I keep mentioning $CODEC Better train those robots before it’s too late lmaoo. This is exactly why we need Codec and Robomove https://x.com/prateek0x_/status/1984956030732873955

$GHOST new ATH, 25M now. 2.5x on size. With privacy meta fully kicking in. I think it can go much higher. Some alpha wallets keep bidding. https://x.com/lookonchain/status/1984859207695548746

$VALOR touched new ATH. $16M LFG!

$VALOR is the strongest USD1 pair coin right now Raydium, WLFI, Bonk, Trump insiders all teasing it every now and then Send the eagle to 100m

Went long on $ETHFI here around $0.94 They are proposing to use $50M of revenue for token buybacks- unless it trades above $3 (that’s 3.2x from current price) https://snapshot.box/#/s:etherfi-dao.eth/proposal/0xe5b64c773d23c92e62092a713b14cc72a98a46c923e36cf885455118854337b0 No DAT or Ponzi mechanics, no hidden games, Just pure revenue. They’re currently making around $70M/year as per DeFi Llama and that’s business revenue, not staking yield. Also seems perfectly aligned with Neo-bank + real yield meta. Got this trade idea from DCF god's post https://x.com/dcfgod/status/1984025351576809976

Achievement Unlocked: Conviction! 👩‍🎓 @MusingMind had the conviction to call GhostwareOS at a higher marketcap and it just hit x2+. $10M ➡️ $22M 👁 View Call 📊 View Stats 🔸 哈基米 - TRENDING #2

$GHOST tapped $17M new ATH with almost 2x for us. Now consolidating around $14-15M. Some mysteries whales have been buying Ghost alot. keep an eye out. https://x.com/lookonchain/status/1983723190703780192

The Robotics meta is back and $CODEC is leading the charge. Up 2x since my last post (called the bottom) and momentum’s only growing with the Neo robot hype all over CT. Trissy wrote another banger on Codec https://x.com/Cryptotrissy/status/1983086813251285076 Great article by Zeroknowledge on Codec https://x.com/codecopenflow/status/1983239844232077452 Team shipping nonstop with x402 add-ons & expanding into the Chinese community here https://x.com/codecopenflow/status/1982719085667295268 Comfy in $CODEC - one of the cleanest Robotics plays out there.

$VALOR touched new ATH above $15M now chilling above 12M while market's been nuking. WLFI founder tweeting the eagle https://x.com/zachwitkoff/status/1983510897260671480 Binance tweeting the eagle https://x.com/binanceus/status/1983345045966295507

Base official account shilling $VIEL while it’s still around $8M Mcap. 👀 https://x.com/base/status/1983199615701922044 https://dexscreener.com/base/0x7f1a5b66ba3bb56c4b68cfc353a5e041c9763a4c CA: 0x767A739D1A152639e9Ea1D8c1BD55FDC5B217D7f

Zoomer in $GHOST https://x.com/ZoomerOracle/status/1982855783961489774

Just saw Spider's and Zac's post on $ZARA They have been building on x402 since quite a few months. While PayAI tapped $65M rn, Zara seems cheap AF.

https://x.com/zacxbt/status/1982297720753627373?s=46 may 6: @coinbase announces x402 may 7: $zara building w/ x402 Ca: 73UdJevxaNKXARgkvPHQGKuv8HCZARszuKW2LTL3pump

$ZARA looks mispriced at $4M FDV. Probably we can expect a PayAI-type candle sooner or later. They’re building the same infra on BSC-called B402, which mirrors what the Coinbase team built on Base for x402. https://x.com/_mayurc/status/1982528635082006951 https://github.com/vistara-labs/b402 Plus, Zara’s parent company is backed by Binance Labs, which gives them a major advantage on BSC over any other competing infra. Even Anatoly has started talking about x402. There are very few x402-aligned tokens on Solana right now and Zara is one of them. https://x.com/aeyakovenko/status/1982613152765534327 https://dexscreener.com/solana/5zGp3JSRVz9ZT1nAWTcPC7CyqBasxJKjcKKz5HBh9ciX CA: 73UdJevxaNKXARgkvPHQGKuv8HCZARszuKW2LTL3pump

Aped a bag of $GHOST, Seems good privacy coin sitting around $10M, backed by 9-figure MC devs and 10-figure advisors. Ghost is a Solana-native privacy protocol using adaptive encrypted routing, zero-knowledge mixing, and identity revocation, where users can transact, message, and operate anonymously without metadata leaks. GhostWare → Solana-native, modular UX, low fees, full anonymity by default Railgun → Multi-chain, more complex, higher fees Zcash → Separate L1 using zk-SNARKs for shielded txns; strong privacy but high gas & low composability Backed by a team with experience with privacy infra and early Monero tooling. https://medium.com/@tryghostware/ghost-the-privacy-layer-of-solana-02f354fc2eec Solana Foundation has been actively pushing privacy protocols, and Ghost fits perfectly into this emerging meta. https://x.com/0xMert_/status/1980714054093345133 https://x.com/aeyakovenko/status/1951700501361574043 Endorsed the Freedom of the Press Foundation, aligning with Snowden's privacy vision https://x.com/GhostWareOS/status/1982105081664229732 TL;DR: Solana-native privacy primitive backed by experienced crypto builders, already tied into Solana’s privacy meta and cypherpunk roots. If privacy meta catches hard- GhostWare could be the untraceable, dev-friendly privacy layer for Solana. https://dexscreener.com/solana/d4rstbheborjgvm1fxzywjnnolbopqusbm4fdzhwrpam CA: BBKPiLM9KjdJW7oQSKt99RVWcZdhF6sEHRKnwqeBGHST

$VALOR buybacks from platform fees https://x.com/america_dot_fun/status/1982526001008849277?s=46

Zcash pumping hard again. seems privacy meta will be back again. $VEIL seems really undervalued. Coinbase backed privacy protocol at 5M Mcap seems cheap while Base tokens are doing well Also, looking for other privacy focused coins. any suggestions? https://dexscreener.com/base/0x7f1a5b66ba3bb56c4b68cfc353a5e041c9763a4c

You guys guessed it right in the comments. It was $LUM, It went from $1M to $90M after the post above. Aped it back again coz Clanker has been running hard and we are back to AI meta on base. Lum was the first crypto born from AI x AI collaboration, that’s was literally machine to machine creativity. Link to my Original post from last year. https://t.me/MusingMind/54 CA:`0x0fD7a301B51d0A83FCAf6718628174D527B373b6` https://dexscreener.com/base/0x717358a47ac99f3cd233e723be331756b3951164

GOAT of Farcaster/Base currently around 2M FDV. Last time I shared it here with the thesis, it went from 1M to 90M. While Clanker was at 1M as well. Now Clanker at 100M after Farcaster acquired it, but the AI token is still sub $2M, Can anyone guess?