Now, for some perspective.
$BTC blasted right through $100K, even during Trump's announcement today after a minor dip.
The scenario for continued bullishness is set now, with the caveat that he stated this was the first of many announcements.
→ This is a good time to consolidate your bags.
So far, the market has been kind to projects with solid fundamentals, minimal execution risk, and strong communities.
We've seen this play out beautifully with $AVA.
I've trimmed a significant amount of my $AI16Z, as much as I appreciate their strong position, Shaw remains a considerable risk and -ev to the community.
I added most of this capital to $AVA and $ARC.
$AVA because the community and the team is executing their vision beautifully.
- I also expect the Mirai launch to be happening within this week.
$ARC because I believe Ryzome will reignite their narrative.
I also added more to my $MOBY bags as I believe in the team's ability to deliver value, especially their current valuation.
I also have increased my #ANTIRUG position to over 1%. With hype comes extractors, and they're in a good position to capitalize on this.
I also opened two longs, a 10x on $SOL, which I've had open since the India-Pakistan conflict dip.
And a 10x on $ETH opened earlier this morning, a bet that ETH/BTC has bottomed.
Going to be watching these very closely.

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