update - main positioning rn
software port: msft orcl now crm adbe wday path zeta
- agentic AI thesis
- HTF downtrend BO
crypto stocks: coin crcl
- bull market
- HTF downtrend BO
energy: ceg leu
- HTF setups, AI needs energy
commodities: silver gold
- HTF wedges in an uptrend
- nobody wants to hold dollars
alts: eth sol tao near
- bull market
- layer 1 and AI, comfy narratives to hold
- no spot pump/hype yet, just longs
- pre HTF BO long exposure on defi coins
memes: pengu cashcat
- max ROI in a bull