# trades - Bought 25k USD more of [[$ZAMM]] - Further reduction of exposure in [[$AROK]] - ~~Bought 6k USD of $ESIM for 1%~~ # thoughts - US, UK and JP treasuries are facing record low demand, causing yields to spike - Should proceed with absolute caution from now on, but continue to make plays: - Added more to $ZAMM, which I am most bullish on and will ride drawdowns with - ~~Placed a bet on $ESIM due to Solana Seeker mobile phone potential~~ - Continue to extract from $BIG and $MAXX # portfolio: ~420k USD # plans - Stop buying $ZAMM!