aped in 0xefab538cf3c29237a47c6afb145d50ddf204a0a3

no impressive tech rn, but the main thesis for everyone in ct/Fomo is yfi on rh

what I liked most:
1. their first product isn't particularly unique, but they have a roadmap teasing future strategies that will generate revenue
2. it's a legit product, probably with a very strong DeFi team, the Frax founder followed them from day one, and then defidave wrote about the product: https://x.com/defidave/status/2094675994565333037

As I see it, there are currently a ton of inefficiencies on rh, which could be a big plus for this kind of project + people are ready to buy new DeFi primitives

bought some MEME and GRASS here

MEME has great lore, already broke $100M and I think it'll be the main onchain token at least for a few days
Grass has a clean and functional app + a cool idea, reminds me of Stepn

I have two Fomo accs, my main one: miguelrare, and a second one I keep anon

about 2 months ago I created alt to trade on when I'm not confident in a play, if I am confident, I buy on my main Fomo acc. if I'm extremely confident, I post it here
turns out the account where I buy tokens I'm afraid to buy on my main account/post here has performed way better

not sure what the exact takeaway is, but I think the public account makes me more conservative due to a sense of extra responsibility. going to try to work on that

btw you can follow it if you haven't already, been trading on fomo for about a year

I think the better the market and trenches get, the more tokens there will be, more noise, and it'll be harder for every project to attract attention
that's exactly why using Fomo/GG and keeping your trading journal on X/TG will become increasingly valuable. even a small audience lets you get your theses in front of more people and if your thesis turns out to be right, you might become the first catalyst for its growth

Fomo: https://fomo.family/r/miguelrare
GG: https://www.gg.xyz/?ref=miguelrare
*if you haven't signed up yet, would appreciate it if you used my ref link

I think RKST is one of the most interesting tokens on the market rn
The tokenization/stocks narrative + space

We still dunno anything about the product, but it’s been trading in the 5m–9m range since launch
I’ve mentioned Starcap a couple of times here, but I ended up missing the launch myself, so my avg entry is around $6m

waiting for new announcements and continue to accumulate 🫡

https://x.com/fraxfinance/status/2097393930627342515?s=46&t=LL6Ju5gbM8Pnnk1QkGb7bg 🫡

More thoughts on RKST
https://x.com/miguelrare/status/2097685218337374625?s=20

good dip on pons

https://x.com/that1618guy/status/2097981290301784211

buying the dip here
https://x.com/fruitflydev

This might be WORM or GOAT of this cycle

now I'm buying the FWA dip

here's what my portfolio looks like right now

over the last two days I bought some mid/high caps: $ENA, $LIT, $IMD, $PONS, $STONK

also looking to buy $ORBIO if it gets around $50m
even if I don't end up buying it, won't be upset, since I already have exposure to this narrative through $IMD

also aped in a few low caps, you might've seen them on fomo: $GROK, $AGI, $BOAR

those who've been following this channel for a while might remember that a couple months ago I said I was accumulating $DRV
still holding most of it, didn't expect it to end up being one of my best trades this year