trimmed fartcoin and pepe over the last few days taking a -$300k realized loss. fartcoin was a $2.4m position, pepe was $2m thought we could catch some momentum upwards and was wrong. it happens. life goes on. posted a win earlier this week, so here’s the other side. left 750k on each of the positions cuz i still think both of these do well eventually. but the opportunity cost of sitting in them was high given their sizing. so now im sitting on a lot of cash.