$ReFi Real Time Alpha
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Some more bullish catalysts^. So do we think Fantom resurgence is on the cards?

NO.

But we are keen to add selectively to projects that have cross chain collaborations and implementation.

Eg. $DEUS / $EXC . We also like $TREEB
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positive catalyst around AVAX heading to next week conference , we decided to run lev long position on it to see if we can capture any upside pump ahead of it
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a strong execution for us at 81 exit, looking to re enter lower as BTC seems to be dragging AVAX with him
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adding $EXC
farm is already making us $2.5k/36hrs so we'll be adding (+ potential price appreciation)
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longed $AAVE at $162.9 . GN
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Taking some profit here with 20%+ gain on that trade
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Other trades approaching our initial target so we are keeping them open for now
We hope some people puts on our AVAX leverage long on
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Another 10%+ trade
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in addiiton to the LP rewards, ss staking $EXC is paying us $231.8/day on a relatively small deposit ($34.3k)
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So why not size up then guys? Well because sizing a position is a tradeoff between conviction and level of risk. We ideally want high conviction, low risk trades (these are where you put $100k+). After a major market pump, and a relatively new protocol we choose to categorise this as high conviction but also medium risk.
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added a little bit of ETH at $2906 on this liquidity grab lower
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also bought a little more $AAVE to improve our average entry
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Market either breaks bullish structure and goes to liquidate all those positions at $39k on $BTC or we bounce here and take out the shorters at $42k... don't see us hanging around this current level of $41k for too long in any case
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