Cobie once said to not take @CL207 serious when it comes to trading. I don‘t think the regime has shifted yet, thus being long is still the play. $pump: - no announcements so far - expect nothing & overdeliver strat - sentiment low, largest treasury ~ mcap $rtac: - WLFI tradability enabled tmrw - USD1/WLFI treasury bet - treasury & trump crime cycle $kled (unchanged thesis, bought larger position throughout the week) „what does miya know?“ god‘s will