Obviously I am journaling for y'all here but also tweeting about it.

PnL will slowly cook up.

I am a slow grind kinda dude

I sense some froth...

Coin rape has begun. Scooping time

Scoop successful. $MESH back to 1.3 mil.

I bought some $GG because a very smart trader I know was scooping the lows. I am borrowing conviction on this.

Ca: 0xcacb0e9caccee63ec4d82952e561a291c68bcb68

Website a holder made to check distribution.

https://x.com/nftimm/status/2094593713062248603

Weakness of trade is that main acc seems happy just posting AI slop. Conceptually very strong coin though.

I scalped it. I don't like borrowing conviction.

Probably runs now

Gonna gem hunt tomorrow. I haven't found anything I am happy bidding outside of my mesh bags.

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.

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.

Looking at $FRONG going absolutely vertical and thinking UNI coins are undervalued. Bid a small bag of $LILUNI. Gonna look for more value in that ecosystem.

CA: 0x4a6eec8a30b49d289b9fc865fd374b4d61eab8fb

This is a short term gamble fyi. Probably top blasted but we'll go with it for now.

Hopeful not confident style trade haha

Going to rebalance the port next Monday.

Will give $mesh some time to find a floor above these levels or reassess the hold on that. We could have clipped a +8k gain out on it so the math mathed just the market is fickle.

Liluni is pure hope gamble don't base any thesis on this other than "boot is taking a gamble on uniswap exposure".

I'll look to buy two proper coins soon that will be our new gems.

The stock paired coins are all running - probably wise to have some exposure here also - although it's going to get boring very fast as a concept.

The market is not hard to trade if your scalping or trading daily runners but finding gems that are undervalued rn is not the easiest.