Musing Mind trading Journal

Tokenized stocks might end up being as big as the entire crypto market- maybe even bigger because the underlying equities market is more than 20x larger. U.S. equities: $70 trillion, Crypto: $3 trillion. Kraken just acquired BackedFi Trade XYZ is already doing over $600M in daily volume with more than $150M in open interest. People still don’t realize how big of an impact Edel finance can have. $EDEL is building the OS where investors can earn rent on stocks across all these rails. https://x.com/Prateek0x_/status/1996199936543625326

Been buying the dips on $CODEC The team keeps shipping regardless of market conditions. I think it’s very well positioned for robotics season. QUIC is a modern transport-layer protocol (originally developed by Google, now standardized by the IETF) that runs over UDP. It gives CodecFlow a strong foundation for real-time control and robust, reliable connectivity across different environments. https://x.com/codecopenflow/status/1994222209368510823 https://dexscreener.com/solana/hh4d2z7skbtos2dawzs1xcwsrwybk14knueu1khmzcev

$EDEL bouncing back from yesterday's dips. The market’s been choppy and there’s been some baseless FUD but honestly it only makes me more bullish on Edel. The team has been handling everything professionally. If you’re holding Edel, I’d strongly recommend watching this video. Edel is being built by some serious TradFi guys with deep institutional backgrounds who are here for the long run. https://x.com/edeldotfinance/status/1992615089103687963 At the end of the day, it’s my job to give you the thesis- but it’s your job to build your own conviction. GL degens. https://x.com/prateek0x_/status/1992632007713542447

Been warning you guys about this. Nasdaq is down 4% since my post and BTC has puked another 11% Hard to tell where the bottom is, but I’ve been buying some BTC on spot here. I’ll DCA if it goes lower. Stay safe out there, GL Degens https://x.com/Prateek0x_/status/1991571863550718296

Who's in London? DM

$EDEL above up 3x for us now. LFG. Its doing so well while market is choppy. I think once market recovers , god chance it can become the main PvE runner. They are onboarding some top adviosors https://x.com/edeldotfinance/status/1991440175562732010?s=20 Here's the link to their spaces with Base ireland from yesterday. A lot of alpha there https://x.com/spudnik_base/status/1991069360652194202 https://x.com/Prateek0x_/status/1991469431755547019

Keeta whales loading up on $EDEL What do they know? https://x.com/lookonchain/status/1990957862785372310

$EDEL up 2x on size. Aave for tokenized equities just getting started. Shared it on Twitter with details around $15M Mcap, $30M now and no one's even talking about it yet. https://x.com/Prateek0x_/status/1990928656852549862 Edel Finance has partnered and integrated with multiple billion-dollar projects, including: Ondo, xStocks, Chainlink, CowSwap, Contango, etc. https://dexscreener.com/base/0x566bee7ef7b39f29d150ab3be6b6242c17cc5a31 CA: 0xFb31f85A8367210B2e4Ed2360D2dA9Dc2D2Ccc95

$GHOST is up almost 150% from the bottom. Curling up nicely. They recently partnered up with Houdini Swap- one of the top privacy protocols on Solana https://x.com/houdiniswap/status/1989087483485909399

Nasdaq is down 3.4% since the previous post and BTC has fallen more than 6% in response. Nasdaq is down another 1.5% today in the premarket, so the weekly close will be important to watch. BTC continues to react more sharply to Nasdaq’s downside than to its upside-highlighting a clear sensitivity to equity weakness. As I stated in the last post, there are times to go aggressive and risk-on and there are times to play defense. It’s better to wait for a trend reversal in broader equities rather than trying to catch falling knives. Time to stay sharp, GL Degens https://x.com/Prateek0x_/status/1989308426028298700?s=20

Let me know your thoughts in the comments. Also, pls mention if there are any good/mis-priced tokens to buy.

If you’re actively trading right now you need to READ THIS. The chart is telling a story most people are ignoring. The Nasdaq–BTC chart looks like shit. You can literally see the post-crash PTSD. The funny thing is, Nasdaq’s still doing fine- up 3.5% month-on-month. It’s pretty clear at this point that Wall Street runs the BTC pulse. If equities correct, BTC bleeds hard, and alts will scream in pain. Sure, it’s impossible to know what happens next with the Nasdaq, but even if BTC and alts feel like they’re at a dip right now, the max pain hits if the Nasdaq drops 2–4%. So I’d say stay just a bit cautious right now. There are times to go aggressive and risk-on and there are times to play defense. Capital preservation is just as important as making money. The beauty of the game lies in finding the perfect balance between those two modes. We’re all playing with internet game money and the players who truly understand risk management are the ones who’ll survive and thrive in this game. I’m still playing in the trenches because there have been some good runners, but I’m not in all-in mode right now TBH. So whenever I share something, act accordingly please. At the end of the day, my job is to share the thesis and your job as a trader is to act on it- while making sure you manage your risk well. PS: This is not a bear post, just sharing how I have been thinking lately. Adapt or die. GL Degens https://x.com/Prateek0x_/status/1988721159903539276

$FOG hit new ATH. almost 2x from dips LFG! Fogswap offering zero fees on private swaps now to attract more users. https://x.com/fogswap_com/status/1987949870993600705

Someone opened a $86k DCA on $FOG

🚨 520 SOL (86.1K$) → FOG 💵 5.2 SOL (861$) every 10 minutes × 100 swaps ⚡ up to +22.58% price impact to FOG ⏰ ~16 hours to complete 📊 SOL $165.5 | FOG $0.008417 🐋 DCA Maker 88Ew...ruby has $86.5K in SOL ($86.5K total portfolio) SOL: So11111111111111111111111111111111111111112 FOG: CxiR3c9AGqMtE7bg82sLnzpLinXN3kXfcoYeYtGApFoG

$RELO doing well so far, up 35-40% for us. Mindshare has moved from BSC to Sol trenches again. Volume has been decent lately, so I’ve started aping into Pump fun coins again. $FOG $VALOR $GHOST are also holding up well. I think if BTC holds here, we’ll see a nice relief rally on alts

Been listening to their spaces where their AI is talking. https://x.com/i/spaces/1YpKkkdMMoZKj?s=20

Aped some $RELO around $2M It’s one of the first platforms run entirely by an AI. Reloaded is a fully autonomous, AI-driven protocol where the AI acts as the entire team- handling everything from strategy to product creation. They’ve already launched multiple AI agents: AI-powered token launchpad operating directly inside the $RELO liquidity pool https://x.com/RELOADEDAI/status/1987293942627414122 ReloBets AI using OpenAI & Grok for live sports prediction + betting models https://x.com/ReloBets/status/1986829919498715298 AI Trading Competition Platform (similar to Alpha Arena) https://x.com/ReloTrade/status/1986558302449254581 AI-powered gambling protocol https://gamblingterminal.bet/ Rug Defender Telegram Bot for on-chain surveillance, real-time rug detection, liquidity protection, and suspicious wallet tracking https://x.com/RUGDEFENDERAI There are more AI tools listed on their website: https://re-loaded.tech/ I think if it gets more attention and the market recovers a bit, this could do really well. https://dexscreener.com/solana/4jvhy5yjnlzrudyorgs4ra484krlsvvoywfxuqivxunz CA: CTkPYPMrehsREdzn2dBMCwNxbP9ExrEnoQHMgswYpump

Aped some $FOG. Privacy meta has been running hard with Zcash and FOG could be a good beta play on that narrative. It’s a cross-chain aggregator built for both public and private liquidity, connecting 115+ blockchains through non-custodial swaps with full privacy control. https://x.com/FogSwap_com/status/1986221994459996500 They’ve been working on it for the past 7–8 months- their earliest tweets go back to April: https://x.com/FogSwap_com/status/1915444900771828030 They announced some buyback as well https://x.com/fogswap_com/status/1986945106734149637 Also seeing some good accounts posting it https://x.com/ZoomerOracle/status/1986575008429117750 https://x.com/cryptogodjohn/status/1986946941104668813 https://dexscreener.com/solana/6fams9wxeuzur63ztgwduccdjfvzyclttrhphbex7oo6 CA: `CxiR3c9AGqMtE7bg82sLnzpLinXN3kXfcoYeYtGApFoG`

WLFI bidding on USD1 and Bonk ecosystem pairs. Very good chances they can bid on $VALOR next. https://x.com/worldlibertyfi/status/1986094498766586245