Eth 3k today

One of the more obvious farms to play with major backers https://twitter.com/ethena_labs

Has about every large backer/incubator in the space:

Dragonfly, Delphi, Binance Labs, Bybit, Kraken, OKX, Synthetix, Aave, Maker, Frax, EigenLayer

Including top tier angels: Cobie, Ansem

- Sign up - https://app.ethena.fi/join/kw0oy
- Convert stables to $USDe
- Stake $USDe for $sUSDe (27% APR)
- Provide liquidity

https://app.ethena.fi/join/rfouh

Just looking at the seed round backers above every major institution to major defi founder is onboard. In my experience playing these have been very fruitful and a great diversification tool if you want to park some stables somewhere (solidifying profit taking this cycle).

we printing on $fil baby. 5.5-6$ long on high liq.

404 meta is not done yet btw. Keep watching $pandora and $astx

JUST WAIT

ALl it took was $sol partnership to get $fil to finally move.

There is a $spider coin on eth that is pumping and I decided to buy a little because liquidity is pretty good.

https://dexscreener.com/ethereum/0xc14ef0f7d91799b2863dc8fd080c35d729e9c0e5

Currently at 1m mcap.

It’s moving similar to a $spider coin on bsc that just launched.

https://dexscreener.com/bsc/0xcedcd57adca57bb76c39b9dec89a904f8c08b0f1

Think it’s moving because Elon musk tweeted about Spider-Man.

https://x.com/elonmusk/status/1759857734919540775?s=46&t=MT4N9f7DDX9psHCk3u9Vhg

Been a little conscious of longing $eth here. Think $sol coins run again soon and $sol / btc looks very strong.

Jsut need to figure out what sol coins to buy onchain.

https://dexscreener.com/ethereum/0x635eb984d0da40865db54c69b362443eaaf72ef3

Bought some of $bts as a beta play to $lmwr as an ai music play. Don’t know if product is real but diff narrative.

https://dexscreener.com/ethereum/0x5a2a219c4704644f528b97fdda17f5c03016f014

So apparently presalers can’t sell this which makes it kinda bullish. But might just wait for the relaunch. Good liq 404 play and am closely watching revival of 404 meta.

I’ve been pretty fucken mindless when I’ve been trading and it’s worked for awhile. Left curve was a thing and works well for short term trades.

The number one rookie mistake I keep making is left curving and then holding. Left curve works to take action which is what we need sometimes but right curve / middle curve thinking is needed to create a general thesis that helps you size into bets or size out.

Be more conscious when you trade. When you are down, the worse thing you can do is look away and pray to allah, god, bhudda, or uncle spider to fix your mistakes.

$portal.

I took this angel deal because I realized attention is everything right now. It's less about utility than it is really about who's got the attention of CT. At one point $portal was the talk of the town. I had the opportunity to invest 100k and went with only 50k but am constantly reminded that sometimes taking longer conviction trades is better than hopping around all over (Dingaling got 1.7m tokens for doing 100k).

The crazy thing that brought this to the edge was the Binance launchpool. Almost all binance launches have cooked.

Huge shout to Fomo.ventures

https://twitter.com/EtherRock

All of the biggest whales in crypto have one. CL, Meltem, Arthur Hayes, Andrew Kang, Justin Sun and more.

I've seen so many big wigs enter the rock citadel. Deal flow in there must be nuts.

Starting to think EtherRock at 1m each is a soon reality.

Accumulated some more 404:

https://twitter.com/GemGameFi

$gem (avax404 backed by someone big ???)
$astx (dn404 backed by cygaar and optimizoor)
$PLT (generative art 404 backed by pandora)
$pandora (i think 404 meta is not dead)

https://x.com/furnace404?s=21&t=x3m5R3f2VffYHcEkk0yN2w

Added this one on watchlist. DN404 meta.

https://x.com/spidercrypto0x/status/1760689765178081567?s=46&t=MT4N9f7DDX9psHCk3u9Vhg


If you are sidelined and missing this ai move up on crypto, just remember this is how a lot of people felt multiple times during bull market in 2020-2021 and they still came out on top. The meta rotates and you can still be early on a different meta.

Some people were printing millions on August 2020 during Defi Summer and the sidelinors were too scared to touch the ponzis but for some reason others were front running the nft narrative. Some dudes got really early on Squiggles, artblocks, and punks. Those people still went from 2-3e balances to multi 8 figs. @DeeZe’s recent story shares his success on how he turned 2e into 60k and then bought punks which turned him into who he is today.

Focus less on the PNL of other traders, focus more on research and finding narratives others might buy into


For reference:
https://deeze.beehiiv.com/p/f-deeze

https://www.coingecko.com/en/coins/netmind-token

Been buying this to 100m circulating (currently 40m). This one is better since solid doxed team. $nmt probably faces no dips after distributing before this pump.

Kinda been scaling out of all other ai eth altcoins as it can’t be up only forever. Think 60-70m was fair market vals for most ai coins like $enqai, and $bai, $aix and more

https://x.com/theflowhorse/status/1760682099756122459?s=46&t=MT4N9f7DDX9psHCk3u9Vhg

$ondo probably touches 1$

$fil your bags