# trades
- Shoved about $17k into $MAXX a few days ago, a bigcoin fork on base 2 days ago
- Accumulated 1.2% of $AROK, spending $6.5k
# thoughts
- Went on a roadtrip, wasn't able to do much except maintain my $BIG position
- $MAXX spur healthy competition against $BIG
- Macro is increasingly unpredictable with risk of a near-COVID style supply disruption
- Yet, markets do not appear to have priced this in, anticipating some kind of breakthrough trade deal
- Started accumulating $AROK since it went below AUM of $550k. I suspect dev will integrate the project with $TAO
# portfolio
- $100k in cash
- $220k in crypto
- More if $BIG and $MAXX allow the selling of miners
# plans
- Mostly in maintenance of existing positions