> 63% parked in stables > 15% already in $pump > 12% dead-weight $eth >6.5% riding $kaito points > rest spread in dust i’m not here to clip +20 % while btc can sneeze me -70% i’m here for the 2021 rerun: public sales every week, 50-100x on day-one vouchers so until that window opens: • stables stay stables – dry powder for the first legit sale • $eth sleeps until we get the staking etf headline. if it pops i rotate, if not it just sits • next ticket i’m eyeing → $met (@MeteoraAG ) if the raise is fair. @LineaBuild sale right after if they copy arbitrum playbook • no romance with mid-caps. either triple digit roi or i skip simple rule: if the fdv at ico means a 2× move needs 3 billion of new money, i’m out i’d rather earn zero in usdc than chase +20 % and pray btc doesn’t cough wake me when the sale calendar looks like q1-21 again