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.

Still, preserved liquidity allows for trading on new metas etc. It is the most important thing to do. If you're not losing you're winning.

Selling Robbie was the right move that has been done only. Getting out at $3.9 mil seems lucky.

A lot of what I do with this journal and trading in public is to show being intentional with my trades.

I think this is what a lot of people are not.

So, the goal is to be both - intentional, and profitable.

If you're profitable without intent that = luck.

Luck is not a repeatable skill.

I have plenty of dry powder on the sidelines too rn. So I am watching and waiting.

I will find (with intent haha) the next big cook (and share it here with a full thesis).

Thoughts on the AI thesis with $MESH but expand this to whatever you think is good in that bucket.