Gonna gem hunt tomorrow. I haven't found anything I am happy bidding outside of my mesh bags.
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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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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
CA: 0x4a6eec8a30b49d289b9fc865fd374b4d61eab8fb
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This is a short term gamble fyi. Probably top blasted but we'll go with it for now.
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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.
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.
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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.
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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.
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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.
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Selling Robbie was the right move that has been done only. Getting out at $3.9 mil seems lucky.
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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).
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).
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Thoughts on the AI thesis with $MESH but expand this to whatever you think is good in that bucket.
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