# trades
- Bought $32k of $PAXG at $3.345k
- Added $55k of $FROK
# thoughts
- I've had $100k in cash position for tradfi usage for a while now, but nothing feels good
- I legitimately think China planned the timing to open talks (9-12 May) which perfectly lines up with when US starts feeling the heat of low inventory
- Moved a third of it to $PAXG due to increasing tariff uncertainty, crypto going up on trade deals means it will go down if trade deals sour
- Interestingly, while moving I made 5% of the multi-step trade due to holding in $ETH for a short while which went up 5%
- Degen'd the rest into $FROK, which is due to launch... imminently
- Everything in crypto, I guess.
- Kept about $13k in real life wallet cash
# portfolio: $430k
- $311k in $FROK
- $32k in $BIG
- $32k in $PAXG
- $19k in $ETH
- $18k in $MAXX
- 11k in $AROK
- $7.5k in $AROK
![[Pasted image 20250509220051.png]]