tl;dr: the bolded sentences After a 2 month limbo, I am starting my second trading journey. In truth I've never stopped and have been trading all this time. I had however a lot of moving parts to figure out, how much to cash out into IRL money, what my trading plans are etc etc. In the end I've cashed out about ~$600k USD. Leaving myself with ~$250k to play with on-chain. At the current time of writing I am at ~$320k. ![[Pasted image 20251004214831.png]] What's the plan? Well markets are in real froth and people really believe in an extra spectacular final quarter. I remain incredibly cognizant of the increasing risk of a black swan market wipeout, but I've also found my solace in the fact that **as long as there is money to be made I will continue to dip my toes in** and into the types of play that I like, which are usually one thing: **Undervalued projects that have floored and literally can't go down any further outside of internal project risk.** These are: - [[$ZAMM]] - [[$TREMOR]] - [[$MIRRORSTAGE]] I've also come around to becoming **more aggressive in the search for prediction market plays**. I've always been bullish about the growth of the sector, but I maintain (and still do) that finding prediction market (PM) projects that you can invest in and grow with the sector is incredibly difficult. The few PM platforms that are likely to share the whole cake between themselves are likely to require farming or offer decent rewards for relative low risk which is not what I tend to like at this stage of my portfolio. Therefore it's likelier to find profitable even long term plays in the PM tools space, like [[$TREMOR]] and [[$FLIPR]]. Early entrants have a time to develop advantage, but as we've seen repeatedly in the perps and launchpad sectors- moats are an illusion. There is opportunity everywhere.