# 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!