positions we are in right now as we approach the final leg
and gameplan for each
important ‼ we are net sellers not buyers
majors
> btc hype sol eth
> waiting to sell remaining sol and eth
> eth into btc, sol into usdc
> will hold btc and hype through to next cycle
> potentially trim btc if blow-off top btc > $200k
> potentially trim hype if > $100
memes
> fartcoin pengu moodeng
> will sell 75%+ of each by cycle end
> look to add fartcoin and pengu back at lows during bear
> clear multi-cycle coins
special situations
> pump next sale at $0.01
> plan to exit entire position in q4 but potentially becomes a multi-cycle hold
other
> will dump all incoming airdrops incl xpl, kinetiq, hyperbeat, hyperlend, lighter, extended, and more
> exit aster $1 - $1.50
when the dust settles
> will exit the cycle holding only btc, hype, usdc
> potentially pump
> but likely can re-establish pump position at generational lows during a bear market
why did i write this??????
so you can see what a plan looks like
have a plan and stick to it
right now we are net sellers, very few net-new trades being added (aster an exception, there are always exceptions)
make a plan
execute
win
thanks for reading and good luck 🫡
- kook capital
2.58萬
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