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1 796
Quick update on holdings and general thoughts:
I think we cool off here for a little bit on majors. All alts are pumping like mad off bottoms, especially ones on major platforms like Robinhood etc.
Main holdings:
- HYPE
- BTC
- CRV
- AAVE
Look at the charts for AAVE and CRV, so much room to run. Holding both of these. Hype has a lot of shorters who can act as fuel if we keep moving. I think the largest short has liquidation at $30 or so.
I'll watch for a dip on majors and load mid-caps when I think it's time again. Not sure which ones...will have to come back on that.
1 796
Lots of uncertainty (obviously). Important just to survive.
Sharing my thoughts here, not anything ground breaking but helpful for me to put stuff down on paper.
What I'm holding:
HYPE
AAVE
CRV
v tiny SOL
What I'm buying:
VOO (equities)
HYPE
v tiny SOL
Current situation is really frustrating to me. As a Trump voter my expectation was that the tariffs would be used a negotiating leverage. What I want is negotiated free trade agreements, NOT 0% trade deficits. It's not reasonable to expect other countries to buy more from us than we buy from them, it's retarded.
Trump has a win right in front of him. He can make free trade deals with all of these countries that are coming to him...but he seemingly won't do it. He wants ZERO trade deficits. Countries can't offer that. I think we can say now that there is no 4D Chess going on. Trump mostly just does what he says, he doesn't secretly mean something else.
My hope is that the business leaders around him can convince him to take the off ramp and claim victory, move on to something else. I sold a LOT of crypto when SOL was >$200. That cash is being deployed into VOO mainly on a 6 week DCA.
Stay safe. Survive. Don't play with leverage.
1 796
If you're a dev, go win this. They're only taking 25 people in the cohort so your chances are high.
Stuff like this leads to working in the industry, I always get asked how to break into crypto. Stuff like this gets attention and is a great resume builder.
https://x.com/openservai/status/1906749854065500516
