boot's book of moderately ok analysis.
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My pleb takes on the market. NFA, just a journal. Will never promote or take tokens to post. Twitter: https://x.com/lowercaseboot
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This is true and will nuke people who don't understand it.
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Gonna keep to the thesis that infra coins run hard here. Holding.
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boot's book of moderately ok analysis.
I bought back a little bit more $ROBBIE. I am still 50/50 on this one but it does seem undervalued.
Sold $ROBBIE today apart from a moon bag. I just wasn't feeling it and I always cut when that's the case. I did see Vydamo just recently buy so it could actually still end up being a solid trade but I would rather bid a coin I am excited about. This market is a marathon not a sprint. Stacking liquidity, not chasing, being patient waiting for the lightning in a bottle like PONS was. Sometimes the trade is no trade.
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Thinking of running a VC for the channel too. Sometime this week.
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Obviously I am journaling for y'all here but also tweeting about it.
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PnL will slowly cook up.
I am a slow grind kinda dude
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I sense some froth...
Coin rape has begun. Scooping time
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Scoop successful. $MESH back to 1.3 mil.
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I bought some $GG because a very smart trader I know was scooping the lows. I am borrowing conviction on this.

Ca: 0xcacb0e9caccee63ec4d82952e561a291c68bcb68
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I scalped it. I don't like borrowing conviction.
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Probably runs now
Gonna gem hunt tomorrow. I haven't found anything I am happy bidding outside of my mesh bags.
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Not so keen on forcing a trade
Gonna add an extra note on theses here - Confident or Hopeful, and Long term or Short term. Trying to play with this to see if it makes more sense when posting.
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Guys my $mesh thesis is the same but the price is astronomically worse. Looking for gems today but didn't see anything that stood out. $slvr is a candidate but still watching. Tech stuff on rh has cooled. Might go for a bit of a drive up to the mountains to and let it all simmer.
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