$35M to $200M

holding my entire day 0 bag

LP’d to pull out my initial through fees

no idea how to play it from here but I’m aiming for glory

following the previous notes around the kabbalah, the unseen becoming seen, and the magician archetype of creation through symbols and will, there is another principle worth exploring: equivalent exchange

fullmetal alchemist popularized the idea, but the mystery behind it is much older and much deeper. alchemy was never simply about transforming lead into gold rather the deeper pursuit was transformation itself, the process of refining something imperfect, in this case ourselves, into a higher state of being

in kabbalistic thought, creation requires vessels capable of holding divine light. but when the light exceeds the capacity of the vessel then the vessel simply breaks. this breaking is part of creation itself and through the fragments something new can emerge

ambition follows the same law of equivalent exchange. every person trying to become something greater is expanding their vessel. but expansion always requires an exchange. you trade your days for mastery, you trade your comfort for growth, and you trade your certainty for possibility. in most cases, unknowingly, you sacrifice friendships, relationships, your health, your youth, and the simple peace of mind that is living without the constant feeling of chasing something more

watching marty supreme also highlights this idea back as the entire essence of marty was the hunger to escape where he started, to prove himself, to become someone unforgettable, and I think it is one of the strongest forces a person can possess, but the same fire the same hunger that achieves can also consume the person carrying it

at some point, every ambitious person has to look inward and ask: am I building something greater or am i slowly destroying myself in the process?

the true alchemist understands that the greatest transformation is not becoming someone else entirely and that it is becoming more of yourself without losing the parts of you that began the journey in the first place

good way to start the week but enough gambling for me

took a chance here

0x5f94e24a3293cf12c97d8b21c2f960adf471c951

uniswap launchpad (auction) coin called Unicorn 🦄

doesn’t get simpler than that. it’s a pure meme/mascot play no X comm nothing, but it’s catching bids. was also showcased in their promo vid

https://x.com/socratesxbt/status/2076769199674843540?s=46

either wake up to genny to 0

in other news

IBM tumbling after a $660m miss

in the age of AI, the idea that any job is untouchable is slowly disappearing

the world is changing faster than anyone is prepared for. relying on a single income stream and assuming stability will always be there is becoming a dangerous game

you need to be building, side hustle maxxing, learning new skills, creating leverage outside of your 9-5, or you’ll get left in the dust

$CASHCAT above $200m again

this is pretty bullish because, accidentally, they may have just manufactured long term robinhood users

almost like a form of stockholm syndrome, created through what is arguably a black swan event

the dip will get bought like nothing happened, and the collective comes out stronger because we just went through something together // shared pains

solana will have a really hard time bringing back users

gm gm.

cashcat's chopping sideways for a bit, so while the bag cooks it's time to focus on other things

I'll be competing in the new 4 week legend.trade qualifier for a chance to earn a spot at the legend trade series in south korea

I've never been to south korea, so making it would be pretty surreal. it'd also be cool to finally meet other traders in person. there are also weekly cash and physical prizes, and over 6 figures in rewards across the season

if you think you can cut it then join me in this comp too

https://app.legend.trade/r/NEAR

and in case you missed it, had written a longer thesis here
https://x.com/Nearisbuilding/status/2065043919918748104

guys at legendtrade are fucking cracked

just checked on my cashcat bag

still well in profit and don't really care to sell here. I know the CTO team is cooking some major things, so I'm happy to let that play out.

as for launchpads, that'll probably be my next bet on the Robinhood ecosystem. there are a dozen teams all trying to fill the void right now, but I don't think there's a clear winner yet. I'm not interested in forcing a position into one of the existing projects just because there's hype. I'd rather wait for the market to reveal a leader, then size into that.

patience is my position

I’ve been working on a fun onchain game this weekend and thinking I’ll release in the upcoming week

can’t wait to share with you guys. keep an eye out

def onchain game of the year

tell em unc

checking this out since my good friend kioto is so bullish on it, took a position in $AI (Artificial Inu) which is pegged to NVDA

only way to buy rn is through LONG, don't get MEV'd on AXIOM

7m -> 14m tp’d hard left a moonbag

will be playing more conservatively from now on with my positions. cashcat was the perfect example of aiming for the sky and falling short. yet Icarus wept for he knew to fall means to have once soared. anyway enough rambling back to trenching

been a week since i last wrote one of these.

first of all, I wanted to acknowledge my previous post. It didn't play out the way i expected, and that's on me. when you put your ideas out publicly you're going to be wrong sometimes. the important part is learning from it, adapting, and moving on

after taking a step back, I've realised there's no point overcomplicating things. I'd rather stick to the positions where i think the asymmetry is clearer

1. CASHCAT

from what i've heard, there are some strong announcements coming up, and as the current leader on robinhood chain I don't think it stays suppressed for long. I bought around $42m market cap and I'm looking for a reclaim towards $60m first. once we get there i'll decide whether it's simply a reclaim or the beginning of a much larger move.

the bigger reason i'm comfortable holding is it's near the bottom and since it's a meme then price can move much faster than people expect. I like the risk/reward enough

2. SOL

opened a small 5x with a stop at $72. looking for a reclaim into the $80s if broader market sentiment continues improving. that's it. no crazy predictions, just these two positions going into the week.

for anyone interested in the SOL TA then Z's chart is worth a look:

https://x.com/blknoiz06/status/2081491133318693092?s=20