# 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]]