# positions - [[$ZAMM]] - [[$WOM]] - [[$LETHE]] - [[$OIIAOIIA]] - [[$POKE6900]] - [[$TRADE]] # thoughts - Been too busy trading to update - Macro sentiment has gone full risk-on - Previous plays that was hard to hold are now looking strong both project and price wise - Potential IP play with [[$OIIAOIIA]] - [[$LETHE]] could make the trenches worse - [[$WOM]] could end up being more useful than AIXBT, MOBY and COOKIE - [[$TRADE]] still too early to determine traction, but tokenomics design is great - [[$HINT]] extremely cheap if project even delivers half of promised - Sized into 7 different projects in diverse sectors between infra, service and meme # portfolio: ~$350-400k # plans - Sit on the positions - Continue to build for [[$POKE6900]]