Phantom is good for holding Held $PUMP for a couple months because it’s one of the most consistent revenue products in crypto with great operations & great retail exposure. However, mobile experience was janky & the design not centered around social so i invested in FOMO. In the current meta, bought Stonk after TPing $PONS at ~ 600 M because: Solana tokens is all about how much $SOL there is on chain, whereas robinhood is about how much cash there is on robinhood / fomo. The underlying asset flow is different because RH chain is very new so it’s all about new retail flow, whereas Solana tokens will be about where existing SOL is. Sized in Stonk at 89 M because we saw PONS run to close to 1 B, despite Long having a slightly worse buyback design. Will continue to hold $STONK and $PUMP but Remember to always TP.